+45.8%
TQQQ vs U
-3.2%
+49.0%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.1% | -2.2% | -2.9% |
| 7D | -3.9% | 0.0% | -3.9% | -3.9% |
| 30D | -5.3% | -4.1% | -1.2% | -4.2% |
| 3M | +0.1% | +57.8% | -57.7% | -13.5% |
| 6M | +40.7% | +103.5% | -62.9% | +13.4% |
| YTD | +31.8% | -4.8% | +36.6% | +30.1% |
| All | +45.8% | -3.2% | +49.0% | +39.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling