+2,876.9%
TQQQ vs W
+158.6%
+2,718.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.1% | +1.4% | +2.0% |
| 7D | -1.9% | -0.9% | -1.1% | -1.5% |
| 30D | -4.9% | -4.2% | -0.6% | -3.1% |
| 3M | -6.4% | +26.9% | -33.3% | -18.9% |
| 6M | +44.4% | +31.2% | +13.2% | +22.0% |
| YTD | +35.2% | -1.8% | +37.0% | +29.0% |
| 1Y | +49.5% | +9.3% | +40.2% | +31.7% |
| 3Y | +250.7% | +33.2% | +217.5% | +144.6% |
| 5Y | +104.7% | -62.4% | +167.1% | +108.5% |
| All | +2,876.9% | +158.6% | +2,718.3% | +1,104.2% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 10y: compounded portfolio wealth divided by compounded W 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…
10y analysis · Full analysis span regression · 6 months rolling