+250.7%
TQQQ vs WWD
+167.6%
+83.1%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.4% | +1.2% | +1.4% |
| 7D | -1.9% | -2.6% | +0.7% | +0.2% |
| 30D | -4.9% | -6.9% | +2.1% | +0.8% |
| 3M | -6.4% | -13.0% | +6.6% | +3.4% |
| 6M | +44.4% | -12.5% | +56.8% | +57.6% |
| YTD | +35.2% | +11.8% | +23.3% | +15.2% |
| 1Y | +49.5% | +41.1% | +8.4% | -1.9% |
| 3Y | +250.7% | +163.1% | +87.7% | +29.3% |
| All | +250.7% | +167.6% | +83.1% | +29.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 3y: compounded portfolio wealth divided by compounded WWD 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…
3y analysis · Full analysis span regression · 6 months rolling