+2,923.2%
TQQQ vs Z
+16.2%
+2,906.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.2% | -0.5% |
| 7D | +2.8% | -7.1% | +9.9% | +7.0% |
| 30D | -3.0% | -4.8% | +1.7% | -1.3% |
| 3M | -2.7% | -9.3% | +6.6% | -0.2% |
| 6M | +45.4% | -29.0% | +74.4% | +70.3% |
| YTD | +36.3% | -52.9% | +89.1% | +99.3% |
| 1Y | +53.4% | -63.1% | +116.5% | +155.2% |
| 3Y | +265.6% | -36.9% | +302.4% | +322.6% |
| 5Y | +101.7% | -65.5% | +167.2% | +205.7% |
| 10Y | +3,054.7% | -3.9% | +3,058.5% | +2,494.4% |
| All | +2,923.2% | +16.2% | +2,906.9% | +1,999.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling