+105.2%
TQQQ vs SSNC
+19.2%
+86.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.7% | +0.8% | +0.2% |
| 7D | -1.9% | -4.0% | +2.1% | +3.7% |
| 30D | -4.9% | +0.5% | -5.4% | -6.0% |
| 3M | -6.4% | +18.9% | -25.3% | -31.7% |
| 6M | +44.4% | +10.8% | +33.6% | +14.8% |
| YTD | +35.2% | -7.1% | +42.3% | +40.8% |
| 1Y | +49.5% | -9.6% | +59.1% | +61.4% |
| 3Y | +250.7% | +51.1% | +199.7% | +45.4% |
| All | +105.2% | +19.2% | +86.0% | +72.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 5y: compounded portfolio wealth divided by compounded SSNC 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…
5y analysis · Full analysis span regression · 6 months rolling