+34,703.6%
TQQQ vs WDC
+1,888.8%
+32,814.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.0% | -1.9% | -1.6% |
| 7D | +2.8% | +7.5% | -4.7% | -2.8% |
| 30D | -3.0% | +10.1% | -13.1% | -11.1% |
| 3M | -2.7% | -6.8% | +4.1% | -5.0% |
| 6M | +45.4% | +84.1% | -38.7% | -17.3% |
| YTD | +36.3% | +180.3% | -144.0% | -48.2% |
| 1Y | +53.4% | +411.1% | -357.7% | -65.7% |
| 3Y | +265.6% | +1,375.0% | -1,109.4% | -64.8% |
| 5Y | +101.7% | +991.6% | -889.9% | -74.3% |
| 10Y | +3,054.7% | +1,309.1% | +1,745.6% | +209.7% |
| All | +34,703.6% | +1,888.8% | +32,814.9% | +2,365.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling