+99.6%
TQQQ vs Z
-66.6%
+166.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.8% | -0.5% | -1.6% |
| 7D | -3.9% | -11.6% | +7.7% | +3.3% |
| 30D | -5.3% | -8.5% | +3.2% | -1.1% |
| 3M | +0.1% | -7.9% | +8.0% | +1.8% |
| 6M | +40.7% | -29.1% | +69.7% | +66.9% |
| YTD | +31.8% | -54.2% | +86.0% | +103.1% |
| 1Y | +48.2% | -63.5% | +111.8% | +160.7% |
| 3Y | +253.6% | -38.6% | +292.2% | +313.6% |
| 5Y | +99.6% | -66.0% | +165.6% | +124.0% |
| All | +99.6% | -66.6% | +166.2% | +124.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling