+33,565.4%
TQQQ vs WY
+170.2%
+33,395.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.7% | -0.6% | -0.4% |
| 7D | -3.9% | -3.7% | -0.2% | +0.1% |
| 30D | -5.3% | -11.3% | +6.0% | +7.6% |
| 3M | +0.1% | -8.1% | +8.3% | +6.8% |
| 6M | +40.7% | -7.4% | +48.1% | +47.1% |
| YTD | +31.8% | -4.7% | +36.5% | +30.5% |
| 1Y | +48.2% | -9.2% | +57.4% | +52.1% |
| 3Y | +253.6% | -24.7% | +278.3% | +331.5% |
| 5Y | +99.6% | -21.6% | +121.2% | +162.2% |
| 10Y | +2,951.5% | +6.7% | +2,944.9% | +2,749.9% |
| All | +33,565.4% | +170.2% | +33,395.2% | +11,960.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling