+105.2%
TQQQ vs WTW
+42.0%
+63.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.1% | +2.5% | +2.5% |
| 7D | -1.9% | -5.7% | +3.8% | +2.4% |
| 30D | -4.9% | -7.3% | +2.4% | +0.2% |
| 3M | -6.4% | +21.5% | -27.9% | -22.3% |
| 6M | +44.4% | +9.6% | +34.8% | +27.6% |
| YTD | +35.2% | -3.3% | +38.5% | +31.6% |
| 1Y | +49.5% | -6.1% | +55.6% | +48.6% |
| 3Y | +250.7% | +61.8% | +188.9% | +36.9% |
| All | +105.2% | +42.0% | +63.2% | -4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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