+250.7%
TQQQ vs XME
+122.1%
+128.7%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.0% | +3.6% | +3.7% |
| 7D | -1.9% | -4.2% | +2.3% | +2.9% |
| 30D | -4.9% | -2.7% | -2.1% | -2.4% |
| 3M | -6.4% | -3.9% | -2.5% | -2.4% |
| 6M | +44.4% | -1.0% | +45.4% | +46.5% |
| YTD | +35.2% | +9.8% | +25.4% | +17.9% |
| 1Y | +49.5% | +32.5% | +17.0% | -0.1% |
| 3Y | +250.7% | +124.3% | +126.4% | +16.3% |
| All | +250.7% | +122.1% | +128.7% | +16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 3y: compounded portfolio wealth divided by compounded XME 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…
3y analysis · Full analysis span regression · 6 months rolling