+49.5%
TQQQ vs STLA
-40.1%
+89.6%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.3% | +0.3% | +1.8% |
| 7D | -1.9% | -2.9% | +1.0% | -0.9% |
| 30D | -4.9% | +0.9% | -5.8% | -5.3% |
| 3M | -6.4% | -21.6% | +15.2% | +2.0% |
| 6M | +44.4% | -21.6% | +66.0% | +58.4% |
| YTD | +35.2% | -50.4% | +85.6% | +64.0% |
| 1Y | +49.5% | -43.6% | +93.1% | +73.2% |
| All | +49.5% | -40.1% | +89.6% | +73.2% |
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