+35,102.5%
TQQQ vs STM
+887.0%
+34,215.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.9% | -1.4% | -1.2% |
| 7D | +0.7% | +5.8% | -5.1% | -4.4% |
| 30D | -0.6% | -1.0% | +0.4% | -0.3% |
| 3M | -14.9% | -33.3% | +18.4% | +20.9% |
| 6M | +44.6% | +57.4% | -12.8% | -11.5% |
| YTD | +37.8% | +102.2% | -64.4% | -34.8% |
| 1Y | +59.2% | +99.6% | -40.4% | -25.5% |
| 3Y | +254.1% | +14.5% | +239.6% | +166.6% |
| 5Y | +100.6% | +21.4% | +79.2% | +65.7% |
| 10Y | +2,857.5% | +695.0% | +2,162.6% | +507.9% |
| All | +35,102.5% | +887.0% | +34,215.5% | +4,738.3% |
Cumulative growth
Daily Returns
Daily percentage return beside STM.
Daily Out/Under-Performance
Portfolio return minus STM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STM 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 STM 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