+3,469.3%
TQQQ vs USFD
+329.0%
+3,140.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.8% | +0.7% |
| 7D | +0.7% | -3.0% | +3.7% | +2.7% |
| 30D | -0.6% | +3.5% | -4.2% | -3.4% |
| 3M | -14.9% | +26.6% | -41.5% | -29.3% |
| 6M | +44.6% | +11.7% | +32.9% | +30.4% |
| YTD | +37.8% | +38.1% | -0.3% | +4.3% |
| 1Y | +59.2% | +33.4% | +25.8% | +23.0% |
| 3Y | +254.1% | +155.8% | +98.3% | +80.7% |
| 5Y | +100.6% | +214.0% | -113.5% | -3.4% |
| 10Y | +2,857.5% | +320.4% | +2,537.2% | +1,175.5% |
| All | +3,469.3% | +329.0% | +3,140.3% | +1,412.8% |
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 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