+34,703.6%
TQQQ vs WPM
+1,210.3%
+33,493.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -1.9% | -1.2% |
| 7D | +2.8% | +3.9% | -1.1% | +1.4% |
| 30D | -3.0% | +17.7% | -20.7% | -9.0% |
| 3M | -2.7% | +39.4% | -42.1% | -14.1% |
| 6M | +45.4% | +6.4% | +39.0% | +41.5% |
| YTD | +36.3% | +34.0% | +2.3% | +21.3% |
| 1Y | +53.4% | +50.5% | +2.9% | +30.2% |
| 3Y | +265.6% | +280.3% | -14.7% | +121.3% |
| 5Y | +101.7% | +266.3% | -164.6% | +22.9% |
| 10Y | +3,054.7% | +550.8% | +2,503.9% | +1,462.4% |
| All | +34,703.6% | +1,210.3% | +33,493.4% | +8,920.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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