+250.7%
TQQQ vs XYZ
+46.8%
+203.9%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.4% | +2.4% |
| 7D | -1.9% | -4.3% | +2.4% | +0.8% |
| 30D | -4.9% | +1.2% | -6.0% | -5.8% |
| 3M | -6.4% | +14.6% | -21.1% | -15.0% |
| 6M | +44.4% | +22.6% | +21.8% | +26.2% |
| YTD | +35.2% | +21.7% | +13.5% | +16.7% |
| 1Y | +49.5% | +6.7% | +42.8% | +39.7% |
| 3Y | +250.7% | +46.8% | +203.9% | +163.6% |
| All | +250.7% | +46.8% | +203.9% | +163.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 XYZ 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