+250.7%
TQQQ vs TMO
+19.5%
+231.3%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.1% | +1.5% | +1.8% |
| 7D | -1.9% | -0.6% | -1.3% | -1.5% |
| 30D | -4.9% | +1.1% | -6.0% | -5.7% |
| 3M | -6.4% | +28.3% | -34.7% | -23.1% |
| 6M | +44.4% | +23.3% | +21.1% | +21.1% |
| YTD | +35.2% | +5.5% | +29.7% | +28.8% |
| 1Y | +49.5% | +24.5% | +25.0% | +22.2% |
| 3Y | +250.7% | +19.6% | +231.1% | +181.5% |
| All | +250.7% | +19.5% | +231.3% | +181.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TMO.
Daily Out/Under-Performance
Portfolio return minus TMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMO 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 TMO 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