+2,545.7%
TQQQ vs WM
+331.3%
+2,214.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.6% | -2.5% | -2.6% |
| 7D | +18.6% | +1.2% | +17.5% | +17.1% |
| 30D | -24.0% | +15.2% | -39.3% | -36.7% |
| 3M | -19.6% | +8.3% | -27.9% | -28.7% |
| 6M | -19.8% | +13.1% | -32.9% | -36.1% |
| YTD | +14.3% | +12.5% | +1.7% | -11.4% |
| 1Y | +8.2% | +21.8% | -13.6% | -25.5% |
| 3Y | +203.4% | +48.8% | +154.7% | +41.2% |
| 5Y | +52.2% | +62.1% | -9.9% | -37.7% |
| All | +2,545.7% | +331.3% | +2,214.5% | +201.1% |
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