+33,565.4%
TQQQ vs XHB
+631.7%
+32,933.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.3% | -0.9% | +0.3% |
| 7D | -3.9% | -5.2% | +1.3% | +4.3% |
| 30D | -5.3% | -12.1% | +6.9% | +15.2% |
| 3M | +0.1% | -6.2% | +6.4% | +9.2% |
| 6M | +40.7% | -6.7% | +47.4% | +53.7% |
| YTD | +31.8% | -5.5% | +37.3% | +37.6% |
| 1Y | +48.2% | -15.6% | +63.9% | +82.2% |
| 3Y | +253.6% | +22.0% | +231.6% | +128.1% |
| 5Y | +99.6% | +31.8% | +67.8% | +36.1% |
| 10Y | +2,951.5% | +208.1% | +2,743.4% | +551.3% |
| All | +33,565.4% | +631.7% | +32,933.7% | +2,464.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling