+250.7%
TQQQ vs TRI
-18.9%
+269.6%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.7% | +0.8% | +2.1% |
| 7D | -1.9% | -7.9% | +6.0% | +0.1% |
| 30D | -4.9% | -4.5% | -0.3% | -4.0% |
| 3M | -6.4% | +22.1% | -28.5% | -14.7% |
| 6M | +44.4% | -2.8% | +47.2% | +45.2% |
| YTD | +35.2% | -23.4% | +58.6% | +63.4% |
| 1Y | +49.5% | -41.5% | +91.0% | +132.1% |
| 3Y | +250.7% | -19.2% | +269.9% | +231.5% |
| All | +250.7% | -18.9% | +269.6% | +231.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling