+49.5%
TQQQ vs SYK
-27.4%
+76.9%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.1% | +0.5% | +3.0% |
| 7D | -1.9% | -9.1% | +7.2% | -3.9% |
| 30D | -4.9% | -20.6% | +15.8% | -9.8% |
| 3M | -6.4% | -9.6% | +3.2% | -9.3% |
| 6M | +44.4% | -19.9% | +64.3% | +45.5% |
| YTD | +35.2% | -21.2% | +56.3% | +36.7% |
| 1Y | +49.5% | -28.4% | +77.9% | +50.8% |
| All | +49.5% | -27.4% | +76.9% | +50.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SYK.
Daily Out/Under-Performance
Portfolio return minus SYK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYK 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 SYK 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