+10.7%
TQQQ vs TRI
-17.4%
+28.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +6.4% | -3.6% | +3.5% |
| 7D | -14.0% | +1.0% | -15.0% | -13.8% |
| 30D | -25.1% | +20.8% | -45.9% | -24.0% |
| 3M | -16.7% | +8.1% | -24.8% | -15.8% |
| 6M | -3.7% | +24.2% | -27.9% | +1.5% |
| YTD | +18.8% | -7.8% | +26.5% | +37.0% |
| All | +10.7% | -17.4% | +28.1% | +32.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 1y: compounded portfolio wealth divided by compounded TRI 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…
1y analysis · Full analysis span regression · 6 months rolling