+45.4%
TQQQ vs WDC
+101.7%
-56.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.0% | -1.9% | -1.4% |
| 7D | +2.8% | +7.5% | -4.7% | -1.1% |
| 30D | -3.0% | +10.1% | -13.1% | -8.7% |
| 3M | -2.7% | -6.8% | +4.1% | -4.4% |
| 6M | +45.4% | +84.1% | -38.7% | -2.7% |
| All | +45.4% | +101.7% | -56.3% | -2.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling