+105.2%
TQQQ vs TRMB
-39.0%
+144.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.4% | +1.1% | +0.7% |
| 7D | -1.9% | -3.0% | +1.1% | +2.1% |
| 30D | -4.9% | +2.3% | -7.2% | -8.5% |
| 3M | -6.4% | +15.3% | -21.7% | -26.3% |
| 6M | +44.4% | -14.7% | +59.1% | +69.7% |
| YTD | +35.2% | -26.4% | +61.6% | +92.5% |
| 1Y | +49.5% | -30.4% | +79.9% | +130.8% |
| 3Y | +250.7% | +13.5% | +237.2% | +156.1% |
| All | +105.2% | -39.0% | +144.1% | +388.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling