+105.2%
TQQQ vs WMT
+133.5%
-28.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.3% | +1.2% | +1.6% |
| 7D | -1.9% | 0.0% | -1.9% | -1.9% |
| 30D | -4.9% | -7.4% | +2.6% | +0.1% |
| 3M | -6.4% | -10.9% | +4.5% | +0.4% |
| 6M | +44.4% | -12.7% | +57.1% | +54.9% |
| YTD | +35.2% | -3.2% | +38.4% | +29.1% |
| 1Y | +49.5% | +5.3% | +44.2% | +28.1% |
| 3Y | +250.7% | +101.9% | +148.9% | +49.9% |
| All | +105.2% | +133.5% | -28.4% | -26.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WMT.
Daily Out/Under-Performance
Portfolio return minus WMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMT 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 WMT 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