+25,034.0%
TQQQ vs SSNC
+1,015.4%
+24,018.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.7% | -2.6% |
| 7D | -3.9% | -6.7% | +2.8% | +4.3% |
| 30D | -5.3% | -0.8% | -4.5% | -4.7% |
| 3M | +0.1% | +16.1% | -15.9% | -20.9% |
| 6M | +40.7% | +7.9% | +32.7% | +19.3% |
| YTD | +31.8% | -8.7% | +40.5% | +35.5% |
| 1Y | +48.2% | -9.5% | +57.7% | +53.0% |
| 3Y | +253.6% | +47.7% | +206.0% | +106.1% |
| 5Y | +99.6% | +17.6% | +82.0% | +79.1% |
| 10Y | +2,951.5% | +167.7% | +2,783.8% | +1,284.3% |
| All | +25,034.0% | +1,015.4% | +24,018.7% | +2,954.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling