+105.2%
TQQQ vs ZBH
-28.6%
+133.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.1% | +1.4% | +1.8% |
| 7D | -1.9% | -4.7% | +2.7% | +1.4% |
| 30D | -4.9% | -4.5% | -0.4% | -2.0% |
| 3M | -6.4% | +7.6% | -14.0% | -13.9% |
| 6M | +44.4% | +0.3% | +44.1% | +38.6% |
| YTD | +35.2% | +4.5% | +30.6% | +23.8% |
| 1Y | +49.5% | -9.4% | +58.9% | +50.8% |
| 3Y | +250.7% | -21.5% | +272.2% | +290.4% |
| All | +105.2% | -28.6% | +133.8% | +127.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling