+101.7%
TQQQ vs USFD
+197.4%
-95.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -5.5% | +4.6% | +5.0% |
| 7D | +2.8% | -7.0% | +9.8% | +10.7% |
| 30D | -3.0% | -10.3% | +7.2% | +8.2% |
| 3M | -2.7% | +9.2% | -11.9% | -15.1% |
| 6M | +45.4% | +7.4% | +38.0% | +26.6% |
| YTD | +36.3% | +29.4% | +6.9% | -11.1% |
| 1Y | +53.4% | +24.8% | +28.6% | +3.4% |
| 3Y | +265.6% | +150.0% | +115.6% | +2.3% |
| 5Y | +101.7% | +195.5% | -93.8% | -50.8% |
| All | +101.7% | +197.4% | -95.7% | -50.8% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 5y: compounded portfolio wealth divided by compounded USFD 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…
5y analysis · Full analysis span regression · 6 months rolling