+105.2%
TQQQ vs WDC
+918.2%
-813.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.0% | +5.5% | +4.8% |
| 7D | -1.9% | -4.3% | +2.4% | +1.2% |
| 30D | -4.9% | -1.5% | -3.4% | -5.4% |
| 3M | -6.4% | -15.5% | +9.1% | -2.5% |
| 6M | +44.4% | +66.5% | -22.1% | -15.2% |
| YTD | +35.2% | +159.9% | -124.7% | -51.0% |
| 1Y | +49.5% | +366.0% | -316.4% | -71.3% |
| 3Y | +250.7% | +1,285.8% | -1,035.1% | -79.2% |
| All | +105.2% | +918.2% | -813.0% | -82.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling