+34,426.4%
TQQQ vs XBI
+787.9%
+33,638.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.4% | +3.0% | +3.1% |
| 7D | -1.9% | -4.6% | +2.7% | +4.1% |
| 30D | -4.9% | -2.0% | -2.9% | -3.4% |
| 3M | -6.4% | +17.8% | -24.2% | -25.2% |
| 6M | +44.4% | +23.7% | +20.7% | +9.0% |
| YTD | +35.2% | +28.2% | +6.9% | -3.3% |
| 1Y | +49.5% | +64.0% | -14.5% | -22.1% |
| 3Y | +250.7% | +99.4% | +151.3% | +42.2% |
| 5Y | +104.7% | +19.3% | +85.4% | +73.8% |
| 10Y | +3,029.5% | +158.7% | +2,870.8% | +1,168.8% |
| All | +34,426.4% | +787.9% | +33,638.5% | +1,689.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling