+59.2%
TQQQ vs WAB
+48.2%
+11.0%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.3% | -0.1% |
| 7D | +0.7% | -3.2% | +3.9% | +3.5% |
| 30D | -0.6% | -4.4% | +3.8% | +3.1% |
| 3M | -14.9% | +7.9% | -22.7% | -20.7% |
| 6M | +44.6% | +8.7% | +35.9% | +30.7% |
| YTD | +37.8% | +33.0% | +4.8% | +2.4% |
| 1Y | +59.2% | +46.7% | +12.5% | +9.1% |
| All | +59.2% | +48.2% | +11.0% | +9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 1y: compounded portfolio wealth divided by compounded WAB 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…
1y analysis · Full analysis span regression · 6 months rolling