+861.0%
TQQQ vs TW
+209.8%
+651.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -2.9% |
| 7D | -3.9% | -2.7% | -1.2% | -1.6% |
| 30D | -5.3% | -1.7% | -3.5% | -4.1% |
| 3M | +0.1% | +1.6% | -1.5% | -5.7% |
| 6M | +40.7% | -17.7% | +58.3% | +57.7% |
| YTD | +31.8% | -4.3% | +36.1% | +24.5% |
| 1Y | +48.2% | -13.1% | +61.3% | +52.4% |
| 3Y | +253.6% | +20.3% | +233.3% | +141.5% |
| 5Y | +99.6% | +22.0% | +77.6% | +38.8% |
| All | +861.0% | +209.8% | +651.2% | +272.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TW.
Daily Out/Under-Performance
Portfolio return minus TW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TW 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 TW 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