+250.7%
TQQQ vs ZBH
-20.7%
+271.4%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.1% | +1.4% | +2.4% |
| 7D | -1.9% | -4.7% | +2.7% | -1.1% |
| 30D | -4.9% | -4.5% | -0.4% | -4.1% |
| 3M | -6.4% | +7.6% | -14.0% | -8.7% |
| 6M | +44.4% | +0.3% | +44.1% | +43.6% |
| YTD | +35.2% | +4.5% | +30.6% | +32.4% |
| 1Y | +49.5% | -9.4% | +58.9% | +52.2% |
| 3Y | +250.7% | -21.5% | +272.2% | +305.0% |
| All | +250.7% | -20.7% | +271.4% | +305.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling