+250.7%
TQQQ vs SU
+120.0%
+130.8%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.1% | +2.7% | +2.6% |
| 7D | -1.9% | +2.2% | -4.1% | -2.7% |
| 30D | -4.9% | +8.4% | -13.3% | -7.8% |
| 3M | -6.4% | +12.1% | -18.5% | -11.1% |
| 6M | +44.4% | +19.7% | +24.7% | +28.8% |
| YTD | +35.2% | +58.4% | -23.2% | +1.5% |
| 1Y | +49.5% | +67.2% | -17.7% | +7.9% |
| 3Y | +250.7% | +125.0% | +125.7% | +125.2% |
| All | +250.7% | +120.0% | +130.8% | +125.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 3y: compounded portfolio wealth divided by compounded SU 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…
3y analysis · Full analysis span regression · 6 months rolling