+2,876.9%
TQQQ vs WY
+7.6%
+2,869.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.3% | +2.2% | +2.2% |
| 7D | -1.9% | -4.2% | +2.2% | +2.5% |
| 30D | -4.9% | -10.1% | +5.2% | +5.9% |
| 3M | -6.4% | -8.5% | +2.1% | -0.1% |
| 6M | +44.4% | -3.3% | +47.7% | +44.2% |
| YTD | +35.2% | -4.4% | +39.6% | +33.5% |
| 1Y | +49.5% | -11.5% | +61.0% | +58.0% |
| 3Y | +250.7% | -24.3% | +275.0% | +324.2% |
| 5Y | +104.7% | -21.3% | +126.0% | +168.6% |
| All | +2,876.9% | +7.6% | +2,869.3% | +3,143.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling