+105.2%
TQQQ vs WU
-51.3%
+156.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.6% | +2.0% | +2.2% |
| 7D | -1.9% | -3.5% | +1.6% | +0.3% |
| 30D | -4.9% | -2.9% | -1.9% | -3.3% |
| 3M | -6.4% | -2.3% | -4.1% | -9.5% |
| 6M | +44.4% | -25.4% | +69.8% | +69.3% |
| YTD | +35.2% | -21.2% | +56.4% | +50.9% |
| 1Y | +49.5% | -8.9% | +58.4% | +45.6% |
| 3Y | +250.7% | -29.0% | +279.7% | +300.9% |
| All | +105.2% | -51.3% | +156.5% | +227.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling