+34,703.6%
TQQQ vs WU
-9.2%
+34,712.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | 0.0% | 0.0% |
| 7D | +2.8% | -4.9% | +7.7% | +7.8% |
| 30D | -3.0% | -1.3% | -1.8% | -2.3% |
| 3M | -2.7% | -3.6% | +0.8% | -5.8% |
| 6M | +45.4% | -24.3% | +69.8% | +77.8% |
| YTD | +36.3% | -21.1% | +57.3% | +57.5% |
| 1Y | +53.4% | -10.3% | +63.7% | +50.6% |
| 3Y | +265.6% | -28.4% | +293.9% | +327.8% |
| 5Y | +101.7% | -51.2% | +152.9% | +257.5% |
| 10Y | +3,054.7% | -39.6% | +3,094.3% | +4,519.4% |
| All | +34,703.6% | -9.2% | +34,712.8% | +30,453.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling