+250.7%
TQQQ vs TRMB
+12.4%
+238.3%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.4% | +1.1% | +1.2% |
| 7D | -1.9% | -3.0% | +1.1% | +1.0% |
| 30D | -4.9% | +2.3% | -7.2% | -7.4% |
| 3M | -6.4% | +15.3% | -21.7% | -21.3% |
| 6M | +44.4% | -14.7% | +59.1% | +65.9% |
| YTD | +35.2% | -26.4% | +61.6% | +81.2% |
| 1Y | +49.5% | -30.4% | +79.9% | +114.3% |
| 3Y | +250.7% | +13.5% | +237.2% | +245.9% |
| All | +250.7% | +12.4% | +238.3% | +245.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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