+34,703.6%
TQQQ vs UTHR
+757.7%
+33,945.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.8% | -2.6% | -1.8% |
| 7D | +2.8% | +3.0% | -0.2% | +1.1% |
| 30D | -3.0% | -4.3% | +1.3% | -1.0% |
| 3M | -2.7% | -8.4% | +5.7% | +1.3% |
| 6M | +45.4% | -4.2% | +49.7% | +46.0% |
| YTD | +36.3% | +4.0% | +32.2% | +29.3% |
| 1Y | +53.4% | +25.5% | +27.9% | +29.4% |
| 3Y | +265.6% | +125.1% | +140.5% | +94.0% |
| 5Y | +101.7% | +140.3% | -38.6% | -1.2% |
| 10Y | +3,054.7% | +322.5% | +2,732.2% | +890.1% |
| All | +34,703.6% | +757.7% | +33,945.9% | +4,912.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UTHR.
Daily Out/Under-Performance
Portfolio return minus UTHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UTHR 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 UTHR 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