+59.2%
TQQQ vs WY
-4.5%
+63.7%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.4% | +0.5% |
| 7D | +0.7% | -1.7% | +2.5% | +0.7% |
| 30D | -0.6% | -10.1% | +9.4% | -0.7% |
| 3M | -14.9% | -5.1% | -9.7% | -14.8% |
| 6M | +44.6% | -4.8% | +49.3% | +43.0% |
| YTD | +37.8% | -0.2% | +38.1% | +36.3% |
| 1Y | +59.2% | -6.6% | +65.8% | +62.7% |
| All | +59.2% | -4.5% | +63.7% | +62.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 1y: compounded portfolio wealth divided by compounded WY 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…
1y analysis · Full analysis span regression · 6 months rolling