+12.9%
TQQQ vs STZ
+14.7%
-1.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +5.3% | -2.5% | +4.6% |
| 7D | -14.0% | +13.0% | -27.0% | -10.0% |
| 30D | -25.1% | +29.4% | -54.5% | -19.0% |
| 3M | -16.7% | +11.6% | -28.2% | -12.4% |
| 6M | -3.7% | -0.2% | -3.5% | -0.1% |
| YTD | +18.8% | +8.6% | +10.2% | +17.7% |
| 1Y | +12.9% | +15.9% | -3.0% | +10.6% |
| All | +12.9% | +14.7% | -1.8% | +10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 1y: compounded portfolio wealth divided by compounded STZ 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…
1y analysis · Full analysis span regression · 6 months rolling