+33,565.4%
TQQQ vs TRI
+341.4%
+33,224.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.3% | -2.0% | -1.7% |
| 7D | -3.9% | -14.4% | +10.4% | +14.9% |
| 30D | -5.3% | -8.1% | +2.8% | +2.1% |
| 3M | +0.1% | +17.5% | -17.4% | -30.8% |
| 6M | +40.7% | -5.0% | +45.6% | +17.4% |
| YTD | +31.8% | -24.7% | +56.5% | +42.9% |
| 1Y | +48.2% | -41.5% | +89.7% | +135.9% |
| 3Y | +253.6% | -20.3% | +274.0% | +206.8% |
| 5Y | +99.6% | -10.9% | +110.5% | +58.9% |
| 10Y | +2,951.5% | +190.6% | +2,760.9% | +292.1% |
| All | +33,565.4% | +341.4% | +33,224.0% | +2,471.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling