+186.6%
TQQQ vs WM
+45.7%
+140.9%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.3% | -2.1% | -1.7% |
| 7D | -6.6% | +1.2% | -7.7% | -6.3% |
| 30D | -30.4% | +13.7% | -44.1% | -29.0% |
| 3M | -23.2% | +5.2% | -28.4% | -22.1% |
| 6M | -25.5% | +11.2% | -36.7% | -25.5% |
| YTD | +7.9% | +9.4% | -1.5% | +7.2% |
| 1Y | +1.1% | +20.4% | -19.3% | -4.0% |
| 3Y | +186.6% | +44.7% | +141.9% | +174.9% |
| All | +186.6% | +45.7% | +140.9% | +174.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling