+2,750.3%
TQQQ vs USFD
+347.2%
+2,403.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.2% | -3.9% | -3.8% |
| 7D | +10.4% | +1.7% | +8.7% | +9.3% |
| 30D | -22.2% | +10.2% | -32.3% | -27.4% |
| 3M | -25.1% | -1.5% | -23.6% | -24.9% |
| 6M | -25.0% | +27.3% | -52.4% | -38.4% |
| YTD | +10.1% | +44.0% | -33.9% | -19.6% |
| 1Y | +11.0% | +50.4% | -39.3% | -21.4% |
| 3Y | +195.0% | +153.6% | +41.4% | +50.6% |
| 5Y | +46.6% | +219.0% | -172.4% | -30.4% |
| 10Y | +2,362.5% | +361.5% | +2,001.0% | +919.7% |
| All | +2,750.3% | +347.2% | +2,403.1% | +1,066.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling