-10.2%
TQQQ vs YUM
+9.8%
-20.0%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.9% | -0.1% | -18.8% | -18.9% |
| 7D | -27.1% | +7.5% | -34.6% | -25.8% |
| 30D | -40.1% | +18.8% | -58.9% | -37.5% |
| 3M | -30.6% | +9.6% | -40.1% | -28.9% |
| 6M | -24.8% | +9.0% | -33.8% | -22.5% |
| YTD | -3.7% | +11.4% | -15.1% | +1.9% |
| 1Y | -10.2% | +13.3% | -23.5% | -4.0% |
| All | -10.2% | +9.8% | -20.0% | -4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside YUM.
Daily Out/Under-Performance
Portfolio return minus YUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × YUM 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 1y: compounded portfolio wealth divided by compounded YUM 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…
1y analysis · Full analysis span regression · 6 months rolling