+2,876.9%
TQQQ vs WU
-39.1%
+2,916.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.6% | +2.0% | +2.1% |
| 7D | -1.9% | -3.5% | +1.6% | +1.1% |
| 30D | -4.9% | -2.9% | -1.9% | -2.7% |
| 3M | -6.4% | -2.3% | -4.1% | -10.4% |
| 6M | +44.4% | -25.4% | +69.8% | +77.0% |
| YTD | +35.2% | -21.2% | +56.4% | +55.3% |
| 1Y | +49.5% | -8.9% | +58.4% | +44.4% |
| 3Y | +250.7% | -29.0% | +279.7% | +311.5% |
| 5Y | +104.7% | -50.7% | +155.4% | +260.7% |
| All | +2,876.9% | -39.1% | +2,916.0% | +3,997.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 10y: compounded portfolio wealth divided by compounded WU 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…
10y analysis · Full analysis span regression · 6 months rolling