+250.7%
TQQQ vs UL
+20.7%
+230.0%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.6% | +1.9% | +2.6% |
| 7D | -1.9% | -3.4% | +1.5% | -2.4% |
| 30D | -4.9% | +0.5% | -5.3% | -4.8% |
| 3M | -6.4% | +7.2% | -13.6% | -5.7% |
| 6M | +44.4% | -3.1% | +47.5% | +45.7% |
| YTD | +35.2% | -2.7% | +37.9% | +36.2% |
| 1Y | +49.5% | -10.2% | +59.7% | +51.7% |
| 3Y | +250.7% | +20.3% | +230.5% | +218.2% |
| All | +250.7% | +20.7% | +230.0% | +218.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 3y: compounded portfolio wealth divided by compounded UL 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…
3y analysis · Full analysis span regression · 6 months rolling