+34,426.4%
TQQQ vs TROW
+280.9%
+34,145.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.2% | +3.7% | +4.3% |
| 7D | -1.9% | -3.2% | +1.3% | +2.9% |
| 30D | -4.9% | -4.6% | -0.2% | +2.0% |
| 3M | -6.4% | -0.7% | -5.8% | -7.4% |
| 6M | +44.4% | +22.2% | +22.2% | +4.9% |
| YTD | +35.2% | +6.6% | +28.5% | +19.0% |
| 1Y | +49.5% | +5.8% | +43.7% | +32.8% |
| 3Y | +250.7% | +11.6% | +239.1% | +198.3% |
| 5Y | +104.7% | -38.9% | +143.6% | +408.6% |
| 10Y | +3,029.5% | +128.5% | +2,901.0% | +1,200.8% |
| All | +34,426.4% | +280.9% | +34,145.4% | +8,938.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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