+195.0%
TQQQ vs TER
+188.5%
+6.4%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -5.4% | +1.7% | -0.1% |
| 7D | +10.4% | +14.4% | -4.0% | +0.9% |
| 30D | -22.2% | -30.6% | +8.4% | -0.8% |
| 3M | -25.1% | -39.2% | +14.1% | +1.8% |
| 6M | -25.0% | -31.3% | +6.3% | -8.5% |
| YTD | +10.1% | +29.1% | -19.0% | -22.4% |
| 1Y | +11.0% | +47.4% | -36.4% | -29.4% |
| 3Y | +195.0% | +191.2% | +3.7% | -1.7% |
| All | +195.0% | +188.5% | +6.4% | -1.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling