+420.1%
TQQQ vs U
-43.0%
+463.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.6% | -2.9% | -1.6% |
| 7D | +4.4% | +4.5% | -0.1% | +2.1% |
| 30D | -3.1% | -0.6% | -2.5% | -3.0% |
| 3M | -5.2% | +48.4% | -53.6% | -23.0% |
| 6M | +52.4% | +115.4% | -63.0% | +1.4% |
| YTD | +37.4% | -3.2% | +40.6% | +27.4% |
| 1Y | +56.0% | -6.0% | +62.0% | +44.0% |
| 3Y | +268.7% | +13.5% | +255.2% | +169.0% |
| 5Y | +101.2% | -68.0% | +169.3% | +142.2% |
| All | +420.1% | -43.0% | +463.1% | +373.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling