+2,876.9%
TQQQ vs XHB
+215.4%
+2,661.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.6% | +1.0% | +0.1% |
| 7D | -1.9% | -4.6% | +2.7% | +5.3% |
| 30D | -4.9% | -9.1% | +4.3% | +9.8% |
| 3M | -6.4% | -8.6% | +2.2% | +5.8% |
| 6M | +44.4% | -4.0% | +48.4% | +50.9% |
| YTD | +35.2% | -3.9% | +39.1% | +37.5% |
| 1Y | +49.5% | -16.5% | +66.0% | +87.0% |
| 3Y | +250.7% | +22.6% | +228.1% | +120.1% |
| 5Y | +104.7% | +33.9% | +70.8% | +30.9% |
| All | +2,876.9% | +215.4% | +2,661.5% | +602.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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