+2,570.5%
TQQQ vs WM
+324.5%
+2,245.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +1.2% | +5.6% | +5.5% |
| 7D | -2.9% | +0.8% | -3.6% | -4.0% |
| 30D | -24.1% | +13.8% | -37.9% | -35.9% |
| 3M | -17.1% | +6.4% | -23.5% | -25.1% |
| 6M | -21.1% | +13.2% | -34.3% | -37.4% |
| YTD | +15.3% | +10.8% | +4.6% | -9.0% |
| 1Y | +8.9% | +20.2% | -11.2% | -23.9% |
| 3Y | +206.3% | +46.5% | +159.8% | +45.0% |
| 5Y | +58.5% | +61.3% | -2.7% | -35.1% |
| All | +2,570.5% | +324.5% | +2,245.9% | +209.3% |
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