+35,000.4%
TQQQ vs TLT
+48.1%
+34,952.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +4.4% | +0.4% | +3.9% | +4.7% |
| 30D | -3.1% | -0.3% | -2.8% | -3.4% |
| 3M | -5.2% | -1.7% | -3.4% | -6.9% |
| 6M | +52.4% | -4.9% | +57.3% | +44.3% |
| YTD | +37.4% | -2.8% | +40.2% | +32.8% |
| 1Y | +56.0% | -4.2% | +60.2% | +49.0% |
| 3Y | +268.7% | -1.1% | +269.8% | +255.8% |
| 5Y | +101.2% | -33.7% | +135.0% | +9.3% |
| 10Y | +2,840.4% | -20.7% | +2,861.1% | +2,292.3% |
| All | +35,000.4% | +48.1% | +34,952.3% | +128,793.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling