+48.2%
TQQQ vs SUI
-8.4%
+56.6%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.0% | -2.3% | -3.8% |
| 7D | -3.9% | -4.1% | +0.2% | -6.1% |
| 30D | -5.3% | -3.2% | -2.1% | -6.9% |
| 3M | +0.1% | -8.4% | +8.5% | -2.6% |
| 6M | +40.7% | -14.4% | +55.0% | +36.5% |
| YTD | +31.8% | -5.5% | +37.3% | +30.6% |
| 1Y | +48.2% | -7.3% | +55.6% | +49.4% |
| All | +48.2% | -8.4% | +56.6% | +49.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling