+101.7%
TQQQ vs SUI
-33.5%
+135.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.4% | +0.5% | +0.2% |
| 7D | +2.8% | -4.3% | +7.1% | +6.3% |
| 30D | -3.0% | -2.1% | -0.9% | -1.7% |
| 3M | -2.7% | -6.1% | +3.4% | -0.2% |
| 6M | +45.4% | -12.8% | +58.2% | +58.4% |
| YTD | +36.3% | -4.6% | +40.9% | +36.1% |
| 1Y | +53.4% | -7.7% | +61.1% | +56.3% |
| 3Y | +265.6% | +10.9% | +254.6% | +175.0% |
| 5Y | +101.7% | -32.4% | +134.1% | +231.4% |
| All | +101.7% | -33.5% | +135.2% | +231.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling