+411.6%
TQQQ vs U
-41.4%
+453.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.5% | -1.9% | +0.4% |
| 7D | -1.9% | +5.5% | -7.4% | -4.5% |
| 30D | -4.9% | -1.3% | -3.6% | -4.5% |
| 3M | -6.4% | +64.6% | -71.0% | -27.8% |
| 6M | +44.4% | +119.4% | -75.0% | -4.7% |
| YTD | +35.2% | -0.5% | +35.6% | +23.6% |
| 1Y | +49.5% | +1.3% | +48.2% | +33.0% |
| 3Y | +250.7% | +15.6% | +235.1% | +153.6% |
| 5Y | +104.7% | -67.5% | +172.2% | +144.1% |
| All | +411.6% | -41.4% | +453.0% | +359.2% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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