+101.2%
TQQQ vs WM
+53.3%
+47.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | 0.0% |
| 7D | +4.4% | -0.9% | +5.3% | +4.9% |
| 30D | -3.1% | -4.3% | +1.2% | -0.8% |
| 3M | -5.2% | +0.8% | -5.9% | -8.5% |
| 6M | +52.4% | -10.8% | +63.1% | +59.9% |
| YTD | +37.4% | -0.1% | +37.5% | +29.8% |
| 1Y | +56.0% | +1.0% | +55.0% | +43.8% |
| 3Y | +268.7% | +45.1% | +223.6% | +106.4% |
| 5Y | +101.2% | +52.1% | +49.1% | +0.9% |
| All | +101.2% | +53.3% | +47.9% | +0.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling