+34,426.4%
TQQQ vs WSM
+3,305.6%
+31,120.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.1% | +1.4% | +1.8% |
| 7D | -1.9% | -0.5% | -1.4% | -1.5% |
| 30D | -4.9% | -7.7% | +2.9% | +0.7% |
| 3M | -6.4% | +3.8% | -10.2% | -9.4% |
| 6M | +44.4% | +22.7% | +21.7% | +23.8% |
| YTD | +35.2% | +28.0% | +7.2% | +11.7% |
| 1Y | +49.5% | +12.7% | +36.8% | +34.4% |
| 3Y | +250.7% | +231.3% | +19.4% | +31.1% |
| 5Y | +104.7% | +177.2% | -72.5% | -10.2% |
| 10Y | +3,029.5% | +1,065.8% | +1,963.8% | +308.0% |
| All | +34,426.4% | +3,305.6% | +31,120.8% | +2,180.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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