+2,876.9%
TQQQ vs WCN
+235.9%
+2,641.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.4% | +2.3% |
| 7D | -1.9% | -3.1% | +1.2% | +2.5% |
| 30D | -4.9% | -3.4% | -1.5% | -0.3% |
| 3M | -6.4% | +3.0% | -9.4% | -14.8% |
| 6M | +44.4% | -3.8% | +48.2% | +39.0% |
| YTD | +35.2% | -8.3% | +43.5% | +38.0% |
| 1Y | +49.5% | -9.7% | +59.3% | +52.0% |
| 3Y | +250.7% | +17.2% | +233.6% | +113.5% |
| 5Y | +104.7% | +25.3% | +79.4% | +14.9% |
| All | +2,876.9% | +235.9% | +2,641.0% | +412.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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