+33,565.4%
TQQQ vs WMT
+738.0%
+32,827.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.1% | -3.2% | -3.2% |
| 7D | -3.9% | -2.5% | -1.4% | -1.3% |
| 30D | -5.3% | -6.4% | +1.2% | +0.6% |
| 3M | +0.1% | -12.1% | +12.3% | +11.8% |
| 6M | +40.7% | -15.0% | +55.6% | +59.3% |
| YTD | +31.8% | -4.5% | +36.3% | +27.2% |
| 1Y | +48.2% | +6.2% | +42.0% | +21.9% |
| 3Y | +253.6% | +99.9% | +153.7% | +29.7% |
| 5Y | +99.6% | +131.4% | -31.9% | -39.2% |
| 10Y | +2,951.5% | +433.2% | +2,518.3% | +264.8% |
| All | +33,565.4% | +738.0% | +32,827.4% | +1,610.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling