+2,876.9%
TQQQ vs TER
+1,891.7%
+985.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.6% | 0.0% | +0.1% |
| 7D | -1.9% | +6.4% | -8.3% | -7.8% |
| 30D | -4.9% | -5.7% | +0.8% | -1.2% |
| 3M | -6.4% | -0.4% | -6.0% | -13.2% |
| 6M | +44.4% | +25.8% | +18.6% | -3.3% |
| YTD | +35.2% | +96.4% | -61.2% | -47.0% |
| 1Y | +49.5% | +229.2% | -179.7% | -69.1% |
| 3Y | +250.7% | +288.1% | -37.4% | -46.3% |
| 5Y | +104.7% | +219.9% | -115.2% | -56.7% |
| All | +2,876.9% | +1,891.7% | +985.2% | +9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 10y: compounded portfolio wealth divided by compounded TER 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…
10y analysis · Full analysis span regression · 6 months rolling