+35,000.4%
TQQQ vs TER
+4,242.0%
+30,758.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.2% | -4.5% | -4.4% |
| 7D | +4.4% | +11.0% | -6.6% | -6.2% |
| 30D | -3.1% | -1.9% | -1.2% | -3.5% |
| 3M | -5.2% | -0.7% | -4.5% | -11.9% |
| 6M | +52.4% | +36.4% | +16.0% | -6.9% |
| YTD | +37.4% | +92.4% | -55.0% | -45.0% |
| 1Y | +56.0% | +213.5% | -157.6% | -65.7% |
| 3Y | +268.7% | +277.2% | -8.5% | -39.6% |
| 5Y | +101.2% | +219.1% | -117.9% | -55.6% |
| 10Y | +2,840.4% | +1,744.2% | +1,096.1% | +14.8% |
| All | +35,000.4% | +4,242.0% | +30,758.3% | +574.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling