+2,876.9%
TQQQ vs XLRE
+89.0%
+2,787.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.9% | +1.7% | +1.0% |
| 7D | -1.9% | -1.2% | -0.8% | +0.2% |
| 30D | -4.9% | -2.4% | -2.4% | -0.7% |
| 3M | -6.4% | -2.5% | -3.9% | -4.7% |
| 6M | +44.4% | +4.0% | +40.4% | +30.0% |
| YTD | +35.2% | +9.3% | +25.9% | +10.2% |
| 1Y | +49.5% | +5.6% | +43.9% | +29.0% |
| 3Y | +250.7% | +31.3% | +219.4% | +98.7% |
| 5Y | +104.7% | +9.5% | +95.2% | +92.0% |
| All | +2,876.9% | +89.0% | +2,787.9% | +1,353.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XLRE.
Daily Out/Under-Performance
Portfolio return minus XLRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLRE 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 XLRE 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