+8.2%
TQQQ vs WM
+21.7%
-13.5%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.6% | -2.5% | +1.0% |
| 7D | +18.6% | +1.2% | +17.5% | +20.3% |
| 30D | -24.0% | +15.2% | -39.3% | -8.8% |
| 3M | -19.6% | +8.3% | -27.9% | -10.0% |
| 6M | -19.8% | +13.1% | -32.9% | -4.4% |
| YTD | +14.3% | +12.5% | +1.7% | +37.3% |
| 1Y | +8.2% | +21.8% | -13.6% | +38.5% |
| All | +8.2% | +21.7% | -13.5% | +38.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling