+2,802.7%
TQQQ vs TLT
-20.6%
+2,823.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.2% | -2.1% | -3.7% |
| 7D | -3.9% | -1.6% | -2.3% | -4.5% |
| 30D | -5.3% | -1.3% | -3.9% | -5.7% |
| 3M | +0.1% | -3.7% | +3.9% | -1.3% |
| 6M | +40.7% | -6.4% | +47.0% | +36.7% |
| YTD | +31.8% | -4.5% | +36.3% | +29.2% |
| 1Y | +48.2% | -5.9% | +54.1% | +44.5% |
| 3Y | +253.6% | -2.8% | +256.4% | +245.9% |
| 5Y | +99.6% | -35.1% | +134.7% | +27.0% |
| All | +2,802.7% | -20.6% | +2,823.3% | +2,552.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TLT.
Daily Out/Under-Performance
Portfolio return minus TLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TLT 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 TLT 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