+35,102.5%
TQQQ vs USB
+342.6%
+34,759.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.7% | +0.8% |
| 7D | +0.7% | +1.4% | -0.7% | -0.9% |
| 30D | -0.6% | -1.3% | +0.7% | +0.7% |
| 3M | -14.9% | +15.2% | -30.1% | -28.5% |
| 6M | +44.6% | +18.8% | +25.7% | +16.9% |
| YTD | +37.8% | +21.0% | +16.8% | +8.1% |
| 1Y | +59.2% | +34.0% | +25.2% | +10.5% |
| 3Y | +254.1% | +95.3% | +158.8% | +56.7% |
| 5Y | +100.6% | +40.4% | +60.2% | +30.6% |
| 10Y | +2,857.5% | +107.3% | +2,750.2% | +939.5% |
| All | +35,102.5% | +342.6% | +34,759.9% | +5,271.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling