+27,962.5%
TQQQ vs USB
+329.7%
+27,632.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | +2.5% | +7.7% | +7.3% |
| 7D | -3.2% | +0.8% | -3.9% | -3.4% |
| 30D | -29.2% | +6.8% | -35.9% | -34.3% |
| 3M | -22.5% | -3.8% | -18.7% | -19.5% |
| 6M | -24.2% | +11.7% | -35.9% | -34.8% |
| YTD | +9.9% | +17.5% | -7.6% | -11.2% |
| 1Y | +9.7% | +33.8% | -24.1% | -23.9% |
| 3Y | +211.3% | +104.2% | +107.0% | +32.6% |
| 5Y | +45.6% | +26.4% | +19.2% | +8.0% |
| 10Y | +2,239.3% | +89.2% | +2,150.1% | +833.5% |
| All | +27,962.5% | +329.7% | +27,632.8% | +4,312.2% |
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