+2,876.9%
TQQQ vs STLD
+1,131.4%
+1,745.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.1% | +1.4% | +1.7% |
| 7D | -1.9% | -0.9% | -1.0% | -1.2% |
| 30D | -4.9% | -8.9% | +4.0% | +1.2% |
| 3M | -6.4% | -14.0% | +7.6% | +2.2% |
| 6M | +44.4% | +30.8% | +13.6% | +15.2% |
| YTD | +35.2% | +42.3% | -7.1% | -0.3% |
| 1Y | +49.5% | +81.1% | -31.6% | -8.4% |
| 3Y | +250.7% | +149.2% | +101.5% | +68.5% |
| 5Y | +104.7% | +292.9% | -188.2% | -31.3% |
| All | +2,876.9% | +1,131.4% | +1,745.5% | +376.1% |
Cumulative growth
Daily Returns
Daily percentage return beside STLD.
Daily Out/Under-Performance
Portfolio return minus STLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLD 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 10y: compounded portfolio wealth divided by compounded STLD 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…
10y analysis · Full analysis span regression · 6 months rolling