+12.9%
TQQQ vs ZBH
+11.3%
+1.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +13.5% | -10.7% | +4.4% |
| 7D | -14.0% | +14.3% | -28.3% | -12.5% |
| 30D | -25.1% | +20.3% | -45.4% | -23.1% |
| 3M | -16.7% | +15.3% | -31.9% | -14.9% |
| 6M | -3.7% | +33.9% | -37.7% | -1.5% |
| YTD | +18.8% | +23.5% | -4.7% | +23.3% |
| 1Y | +12.9% | +7.9% | +5.0% | +17.0% |
| All | +12.9% | +11.3% | +1.6% | +17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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