+12.9%
TQQQ vs Z
-54.2%
+67.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +9.4% | -6.6% | +1.3% |
| 7D | -14.0% | +10.2% | -24.2% | -15.4% |
| 30D | -25.1% | +23.7% | -48.8% | -28.7% |
| 3M | -16.7% | -6.6% | -10.1% | -15.4% |
| 6M | -3.7% | -23.0% | +19.3% | +5.9% |
| YTD | +18.8% | -50.3% | +69.1% | +51.9% |
| 1Y | +12.9% | -53.6% | +66.5% | +48.1% |
| All | +12.9% | -54.2% | +67.1% | +48.1% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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