+33,565.4%
TQQQ vs SRE
+473.3%
+33,092.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.2% | -2.1% | -2.0% |
| 7D | -3.9% | -0.7% | -3.2% | -3.2% |
| 30D | -5.3% | -1.7% | -3.5% | -4.5% |
| 3M | +0.1% | -7.1% | +7.2% | +6.2% |
| 6M | +40.7% | -8.4% | +49.0% | +48.9% |
| YTD | +31.8% | -3.5% | +35.3% | +30.6% |
| 1Y | +48.2% | +5.4% | +42.8% | +32.4% |
| 3Y | +253.6% | +29.5% | +224.1% | +130.7% |
| 5Y | +99.6% | +48.3% | +51.3% | +13.7% |
| 10Y | +2,951.5% | +123.5% | +2,828.1% | +897.5% |
| All | +33,565.4% | +473.3% | +33,092.1% | +1,720.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded SRE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling