+2,802.7%
TQQQ vs STT
+267.9%
+2,534.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.3% | -3.0% | -2.9% |
| 7D | -3.9% | -1.4% | -2.6% | -2.5% |
| 30D | -5.3% | +2.2% | -7.4% | -7.6% |
| 3M | +0.1% | +18.8% | -18.7% | -17.0% |
| 6M | +40.7% | +57.9% | -17.3% | -14.1% |
| YTD | +31.8% | +51.0% | -19.2% | -15.7% |
| 1Y | +48.2% | +77.1% | -28.9% | -19.9% |
| 3Y | +253.6% | +199.8% | +53.8% | +13.0% |
| 5Y | +99.6% | +156.0% | -56.4% | -22.1% |
| All | +2,802.7% | +267.9% | +2,534.8% | +781.9% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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