+2,876.9%
TQQQ vs WAB
+296.8%
+2,580.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.1% | +1.5% | +1.5% |
| 7D | -1.9% | +0.1% | -2.0% | -2.0% |
| 30D | -4.9% | -4.1% | -0.8% | -0.8% |
| 3M | -6.4% | +8.2% | -14.6% | -14.6% |
| 6M | +44.4% | +15.4% | +29.0% | +23.7% |
| YTD | +35.2% | +33.1% | +2.0% | -0.3% |
| 1Y | +49.5% | +48.1% | +1.4% | -0.8% |
| 3Y | +250.7% | +167.7% | +83.0% | +41.5% |
| 5Y | +104.7% | +225.7% | -121.0% | -23.6% |
| All | +2,876.9% | +296.8% | +2,580.1% | +739.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling