+2,876.9%
TQQQ vs TRV
+306.9%
+2,570.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.1% | +0.5% | +0.7% |
| 7D | -1.9% | +1.9% | -3.9% | -3.6% |
| 30D | -4.9% | +1.7% | -6.6% | -6.5% |
| 3M | -6.4% | +23.9% | -30.3% | -25.6% |
| 6M | +44.4% | +26.3% | +18.1% | +11.0% |
| YTD | +35.2% | +30.8% | +4.4% | -0.5% |
| 1Y | +49.5% | +36.3% | +13.2% | +4.5% |
| 3Y | +250.7% | +145.0% | +105.7% | +25.3% |
| 5Y | +104.7% | +163.9% | -59.2% | -33.7% |
| All | +2,876.9% | +306.9% | +2,570.0% | +651.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 10y: compounded portfolio wealth divided by compounded TRV 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…
10y analysis · Full analysis span regression · 6 months rolling