+3,054.7%
TQQQ vs WM
+303.2%
+2,751.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.1% |
| 7D | +2.8% | -1.2% | +4.0% | +4.2% |
| 30D | -3.0% | -4.5% | +1.4% | +1.8% |
| 3M | -2.7% | -2.2% | -0.5% | -4.7% |
| 6M | +45.4% | -11.5% | +56.9% | +56.9% |
| YTD | +36.3% | -0.7% | +36.9% | +25.2% |
| 1Y | +53.4% | +0.3% | +53.1% | +35.1% |
| 3Y | +265.6% | +44.2% | +221.4% | +72.0% |
| 5Y | +101.7% | +51.6% | +50.1% | -11.1% |
| 10Y | +3,054.7% | +310.4% | +2,744.3% | +313.9% |
| All | +3,054.7% | +303.2% | +2,751.5% | +313.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 10y: compounded portfolio wealth divided by compounded WM 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…
10y analysis · Full analysis span regression · 6 months rolling