+105.2%
TQQQ vs VALE
+40.3%
+64.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.3% | +2.9% | +2.7% |
| 7D | -1.9% | -0.3% | -1.7% | -1.8% |
| 30D | -4.9% | +8.6% | -13.5% | -9.7% |
| 3M | -6.4% | +2.0% | -8.4% | -7.7% |
| 6M | +44.4% | +2.1% | +42.3% | +43.1% |
| YTD | +35.2% | +20.2% | +15.0% | +21.2% |
| 1Y | +49.5% | +55.2% | -5.7% | +15.9% |
| 3Y | +250.7% | +45.9% | +204.8% | +176.0% |
| All | +105.2% | +40.3% | +64.9% | +92.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VALE.
Daily Out/Under-Performance
Portfolio return minus VALE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VALE 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 VALE 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