+49.5%
TQQQ vs ZBH
-7.7%
+57.2%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.1% | +1.4% | +2.7% |
| 7D | -1.9% | -4.7% | +2.7% | -2.5% |
| 30D | -4.9% | -4.5% | -0.4% | -5.4% |
| 3M | -6.4% | +7.6% | -14.0% | -6.2% |
| 6M | +44.4% | +0.3% | +44.1% | +45.7% |
| YTD | +35.2% | +4.5% | +30.6% | +36.9% |
| 1Y | +49.5% | -9.4% | +58.9% | +49.7% |
| All | +49.5% | -7.7% | +57.2% | +49.7% |
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