+44.4%
TQQQ vs WMT
-13.9%
+58.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.3% | +1.2% | +2.8% |
| 7D | -1.9% | 0.0% | -1.9% | -1.9% |
| 30D | -4.9% | -7.4% | +2.6% | -6.3% |
| 3M | -6.4% | -10.9% | +4.5% | -6.7% |
| 6M | +44.4% | -12.7% | +57.1% | +37.2% |
| All | +44.4% | -13.9% | +58.3% | +37.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling