+2,876.9%
TQQQ vs XLV
+174.9%
+2,702.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.2% | +2.7% | +3.0% |
| 7D | -1.9% | -3.6% | +1.6% | +7.0% |
| 30D | -4.9% | -1.8% | -3.0% | -2.1% |
| 3M | -6.4% | +7.8% | -14.2% | -28.4% |
| 6M | +44.4% | +9.1% | +35.3% | +5.6% |
| YTD | +35.2% | +7.7% | +27.4% | +0.9% |
| 1Y | +49.5% | +20.4% | +29.1% | -19.1% |
| 3Y | +250.7% | +30.8% | +219.9% | +48.9% |
| 5Y | +104.7% | +34.6% | +70.1% | -4.0% |
| All | +2,876.9% | +174.9% | +2,702.0% | +326.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XLV.
Daily Out/Under-Performance
Portfolio return minus XLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLV 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 XLV 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