+35,102.5%
TQQQ vs WM
+942.9%
+34,159.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.7% | +2.1% |
| 7D | +0.7% | -0.3% | +1.0% | +1.1% |
| 30D | -0.6% | -2.4% | +1.7% | +2.1% |
| 3M | -14.9% | +0.4% | -15.3% | -20.5% |
| 6M | +44.6% | -9.5% | +54.0% | +52.1% |
| YTD | +37.8% | +0.5% | +37.3% | +22.9% |
| 1Y | +59.2% | -1.1% | +60.3% | +40.6% |
| 3Y | +254.1% | +46.0% | +208.1% | +52.7% |
| 5Y | +100.6% | +51.8% | +48.8% | -17.9% |
| 10Y | +2,857.5% | +307.5% | +2,550.0% | +145.4% |
| All | +35,102.5% | +942.9% | +34,159.6% | +491.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling