+59.2%
TQQQ vs STLA
-38.0%
+97.2%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | 0.0% |
| 7D | +0.7% | +2.6% | -1.9% | -0.1% |
| 30D | -0.6% | -1.2% | +0.6% | -0.4% |
| 3M | -14.9% | -24.8% | +9.9% | -6.2% |
| 6M | +44.6% | -25.6% | +70.1% | +58.6% |
| YTD | +37.8% | -48.9% | +86.8% | +64.3% |
| 1Y | +59.2% | -38.8% | +97.9% | +80.4% |
| All | +59.2% | -38.0% | +97.2% | +80.4% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 1y: compounded portfolio wealth divided by compounded STLA 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…
1y analysis · Full analysis span regression · 6 months rolling