+34,703.6%
TQQQ vs WAT
+602.2%
+34,101.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.5% | -1.3% | -1.4% |
| 7D | +2.8% | -1.8% | +4.6% | +4.9% |
| 30D | -3.0% | -1.7% | -1.4% | -1.3% |
| 3M | -2.7% | +9.1% | -11.8% | -12.6% |
| 6M | +45.4% | +32.4% | +13.0% | +0.7% |
| YTD | +36.3% | +6.6% | +29.7% | +17.9% |
| 1Y | +53.4% | +34.7% | +18.7% | -2.6% |
| 3Y | +265.6% | +53.6% | +212.0% | +63.9% |
| 5Y | +101.7% | -4.1% | +105.8% | +80.3% |
| 10Y | +3,054.7% | +167.9% | +2,886.8% | +625.3% |
| All | +34,703.6% | +602.2% | +34,101.5% | +2,256.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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