+99.6%
TQQQ vs STLA
-63.7%
+163.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.2% | -3.1% | -3.1% |
| 7D | -3.9% | -3.8% | -0.1% | -1.0% |
| 30D | -5.3% | -3.1% | -2.2% | -3.6% |
| 3M | +0.1% | -19.6% | +19.8% | +17.5% |
| 6M | +40.7% | -23.5% | +64.1% | +70.8% |
| YTD | +31.8% | -51.5% | +83.3% | +116.3% |
| 1Y | +48.2% | -39.7% | +87.9% | +92.2% |
| 3Y | +253.6% | -66.3% | +319.9% | +597.4% |
| 5Y | +99.6% | -63.1% | +162.7% | +226.1% |
| All | +99.6% | -63.7% | +163.3% | +226.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling