+2,876.9%
TQQQ vs TRI
+196.2%
+2,680.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.7% | +0.8% | +0.8% |
| 7D | -1.9% | -7.9% | +6.0% | +6.2% |
| 30D | -4.9% | -4.5% | -0.3% | -2.3% |
| 3M | -6.4% | +22.1% | -28.5% | -34.1% |
| 6M | +44.4% | -2.8% | +47.2% | +23.4% |
| YTD | +35.2% | -23.4% | +58.6% | +51.7% |
| 1Y | +49.5% | -41.5% | +91.0% | +151.5% |
| 3Y | +250.7% | -19.2% | +269.9% | +207.7% |
| 5Y | +104.7% | -9.4% | +114.1% | +59.9% |
| All | +2,876.9% | +196.2% | +2,680.7% | +491.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling