+3,054.7%
TQQQ vs SUI
+104.7%
+2,949.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.4% | +0.5% | +0.4% |
| 7D | +2.8% | -4.3% | +7.1% | +7.0% |
| 30D | -3.0% | -2.1% | -0.9% | -1.4% |
| 3M | -2.7% | -6.1% | +3.4% | +0.2% |
| 6M | +45.4% | -12.8% | +58.2% | +59.9% |
| YTD | +36.3% | -4.6% | +40.9% | +36.2% |
| 1Y | +53.4% | -7.7% | +61.1% | +56.6% |
| 3Y | +265.6% | +10.9% | +254.6% | +180.5% |
| 5Y | +101.7% | -32.4% | +134.1% | +186.5% |
| 10Y | +3,054.7% | +105.7% | +2,949.0% | +2,041.2% |
| All | +3,054.7% | +104.7% | +2,949.9% | +2,041.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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