+242.0%
TQQQ vs TER
+270.5%
-28.5%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.5% | +0.2% | -0.9% |
| 7D | -3.9% | +9.4% | -13.3% | -9.8% |
| 30D | -5.3% | -2.4% | -2.8% | -4.8% |
| 3M | +0.1% | +6.5% | -6.4% | -7.6% |
| 6M | +40.7% | +23.2% | +17.5% | +11.3% |
| YTD | +31.8% | +91.5% | -59.7% | -28.5% |
| 1Y | +48.2% | +214.8% | -166.6% | -49.0% |
| All | +242.0% | +270.5% | -28.5% | -8.6% |
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