+12.9%
TQQQ vs WDC
+114.4%
-101.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -6.8% | +9.6% | +5.9% |
| 7D | -14.0% | -18.3% | +4.3% | -5.6% |
| 30D | -25.1% | -26.7% | +1.6% | -14.0% |
| 3M | -16.7% | -40.9% | +24.3% | +3.8% |
| 6M | -3.7% | -26.8% | +23.0% | +7.7% |
| YTD | +18.8% | +88.2% | -69.4% | -13.1% |
| 1Y | +12.9% | +113.2% | -100.3% | -24.0% |
| All | +12.9% | +114.4% | -101.5% | -24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WDC.
Daily Out/Under-Performance
Portfolio return minus WDC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WDC 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 WDC 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