+2,876.9%
TQQQ vs XRT
+128.2%
+2,748.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.4% | +1.2% | +0.5% |
| 7D | -1.9% | -3.2% | +1.3% | +2.9% |
| 30D | -4.9% | -4.5% | -0.4% | +1.4% |
| 3M | -6.4% | -3.1% | -3.3% | -3.4% |
| 6M | +44.4% | +4.2% | +40.2% | +34.7% |
| YTD | +35.2% | -0.1% | +35.3% | +34.1% |
| 1Y | +49.5% | -3.0% | +52.6% | +55.0% |
| 3Y | +250.7% | +41.8% | +208.9% | +114.6% |
| 5Y | +104.7% | -1.3% | +106.0% | +146.5% |
| All | +2,876.9% | +128.2% | +2,748.7% | +906.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 XRT 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