+27,465.3%
TQQQ vs SUI
+1,245.2%
+26,220.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -0.9% |
| 7D | -6.6% | +3.4% | -10.0% | -10.0% |
| 30D | -30.4% | +4.6% | -35.0% | -35.0% |
| 3M | -23.2% | +1.6% | -24.8% | -26.6% |
| 6M | -25.5% | -3.5% | -22.1% | -27.7% |
| YTD | +7.9% | -1.0% | +8.9% | +1.2% |
| 1Y | +1.1% | -1.7% | +2.8% | -4.6% |
| 3Y | +186.6% | +18.4% | +168.3% | +99.2% |
| 5Y | +49.5% | -26.3% | +75.9% | +89.3% |
| 10Y | +2,312.6% | +123.3% | +2,189.3% | +786.2% |
| All | +27,465.3% | +1,245.2% | +26,220.2% | +1,158.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling