+250.7%
TQQQ vs XBI
+99.0%
+151.7%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.4% | +3.0% | +3.0% |
| 7D | -1.9% | -4.6% | +2.7% | +3.2% |
| 30D | -4.9% | -2.0% | -2.9% | -3.6% |
| 3M | -6.4% | +17.8% | -24.2% | -23.1% |
| 6M | +44.4% | +23.7% | +20.7% | +13.0% |
| YTD | +35.2% | +28.2% | +6.9% | +1.0% |
| 1Y | +49.5% | +64.0% | -14.5% | -15.8% |
| 3Y | +250.7% | +99.4% | +151.3% | +52.0% |
| All | +250.7% | +99.0% | +151.7% | +52.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XBI.
Daily Out/Under-Performance
Portfolio return minus XBI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XBI 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 XBI 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