+2,094.7%
TQQQ vs USB
+92.8%
+2,001.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.5% | +4.0% | +4.0% |
| 7D | -15.7% | 0.0% | -15.7% | -15.5% |
| 30D | -37.5% | +5.8% | -43.4% | -41.0% |
| 3M | -27.3% | -6.0% | -21.4% | -23.2% |
| 6M | -26.7% | +7.8% | -34.5% | -33.2% |
| YTD | -0.3% | +14.6% | -14.9% | -14.7% |
| 1Y | -1.5% | +31.8% | -33.3% | -26.8% |
| 3Y | +184.0% | +91.5% | +92.5% | +48.4% |
| 5Y | +28.8% | +22.0% | +6.8% | +6.7% |
| All | +2,094.7% | +92.8% | +2,001.8% | +1,539.0% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 10y: compounded portfolio wealth divided by compounded USB 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…
10y analysis · Full analysis span regression · 6 months rolling