+1,385.9%
TQQQ vs USHY
+49.7%
+1,336.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -0.4% |
| 7D | -3.9% | -0.7% | -3.2% | +0.3% |
| 30D | -5.3% | -0.5% | -4.7% | -2.0% |
| 3M | +0.1% | +0.5% | -0.4% | -1.4% |
| 6M | +40.7% | +1.5% | +39.2% | +34.0% |
| YTD | +31.8% | +1.7% | +30.1% | +24.6% |
| 1Y | +48.2% | +3.5% | +44.7% | +28.3% |
| 3Y | +253.6% | +27.2% | +226.5% | +13.2% |
| 5Y | +99.6% | +21.0% | +78.6% | +11.1% |
| All | +1,385.9% | +49.7% | +1,336.2% | +317.5% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 USHY 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