+99.6%
TQQQ vs STT
+153.4%
-53.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.3% | -3.0% | -2.9% |
| 7D | -3.9% | -1.4% | -2.6% | -2.3% |
| 30D | -5.3% | +2.2% | -7.4% | -7.9% |
| 3M | +0.1% | +18.8% | -18.7% | -19.3% |
| 6M | +40.7% | +57.9% | -17.3% | -20.2% |
| YTD | +31.8% | +51.0% | -19.2% | -21.4% |
| 1Y | +48.2% | +77.1% | -28.9% | -27.4% |
| 3Y | +253.6% | +199.8% | +53.8% | -7.2% |
| 5Y | +99.6% | +156.0% | -56.4% | -40.6% |
| All | +99.6% | +153.4% | -53.8% | -40.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling