+250.7%
TQQQ vs WDC
+1,251.8%
-1,001.1%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.0% | +5.5% | +4.4% |
| 7D | -1.9% | -4.3% | +2.4% | +0.7% |
| 30D | -4.9% | -1.5% | -3.4% | -5.2% |
| 3M | -6.4% | -15.5% | +9.1% | -2.2% |
| 6M | +44.4% | +66.5% | -22.1% | -5.6% |
| YTD | +35.2% | +159.9% | -124.7% | -41.0% |
| 1Y | +49.5% | +366.0% | -316.4% | -63.1% |
| 3Y | +250.7% | +1,285.8% | -1,035.1% | -68.2% |
| All | +250.7% | +1,251.8% | -1,001.1% | -68.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling