+33,565.4%
TQQQ vs UMC
+1,202.8%
+32,362.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.5% | -0.8% | -1.4% |
| 7D | -3.9% | +11.4% | -15.3% | -11.6% |
| 30D | -5.3% | +16.8% | -22.1% | -16.4% |
| 3M | +0.1% | +19.1% | -19.0% | -15.6% |
| 6M | +40.7% | +137.4% | -96.8% | -32.1% |
| YTD | +31.8% | +186.4% | -154.6% | -48.4% |
| 1Y | +48.2% | +229.1% | -180.9% | -48.0% |
| 3Y | +253.6% | +257.9% | -4.3% | +19.6% |
| 5Y | +99.6% | +137.5% | -37.9% | -1.0% |
| 10Y | +2,951.5% | +1,808.2% | +1,143.4% | +219.5% |
| All | +33,565.4% | +1,202.8% | +32,362.6% | +4,223.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UMC.
Daily Out/Under-Performance
Portfolio return minus UMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UMC 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 UMC 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