+250.7%
TQQQ vs TGT
+39.9%
+210.8%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.1% | +2.5% | +2.5% |
| 7D | -1.9% | -5.2% | +3.3% | +0.1% |
| 30D | -4.9% | +1.2% | -6.0% | -5.6% |
| 3M | -6.4% | +18.4% | -24.8% | -13.6% |
| 6M | +44.4% | +33.4% | +11.0% | +25.8% |
| YTD | +35.2% | +63.8% | -28.6% | +6.5% |
| 1Y | +49.5% | +77.2% | -27.7% | +13.1% |
| 3Y | +250.7% | +41.8% | +208.9% | +179.3% |
| All | +250.7% | +39.9% | +210.8% | +179.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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