+268.7%
TQQQ vs SUI
+12.1%
+256.6%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | 0.0% |
| 7D | +4.4% | -3.1% | +7.5% | +5.0% |
| 30D | -3.1% | -2.3% | -0.8% | -2.7% |
| 3M | -5.2% | -2.8% | -2.4% | -5.4% |
| 6M | +52.4% | -12.4% | +64.8% | +57.6% |
| YTD | +37.4% | -3.3% | +40.7% | +36.8% |
| 1Y | +56.0% | -5.8% | +61.8% | +56.6% |
| 3Y | +268.7% | +12.5% | +256.2% | +237.6% |
| All | +268.7% | +12.1% | +256.6% | +237.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling