+250.7%
TQQQ vs UNP
+43.0%
+207.7%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.5% | +3.0% | +2.9% |
| 7D | -1.9% | -1.8% | -0.1% | -0.6% |
| 30D | -4.9% | -2.7% | -2.1% | -3.0% |
| 3M | -6.4% | +6.5% | -12.9% | -12.2% |
| 6M | +44.4% | +14.4% | +30.0% | +24.4% |
| YTD | +35.2% | +24.8% | +10.4% | +5.6% |
| 1Y | +49.5% | +34.4% | +15.1% | +6.8% |
| 3Y | +250.7% | +43.6% | +207.1% | +126.9% |
| All | +250.7% | +43.0% | +207.7% | +126.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UNP.
Daily Out/Under-Performance
Portfolio return minus UNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNP 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 UNP 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