+33,565.4%
TQQQ vs ZBH
+91.1%
+33,474.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.3% | -1.0% | -0.9% |
| 7D | -3.9% | -6.6% | +2.6% | +3.0% |
| 30D | -5.3% | -4.9% | -0.3% | -0.7% |
| 3M | +0.1% | +5.1% | -5.0% | -9.2% |
| 6M | +40.7% | +1.3% | +39.3% | +29.4% |
| YTD | +31.8% | +3.4% | +28.4% | +16.8% |
| 1Y | +48.2% | -8.7% | +56.9% | +44.3% |
| 3Y | +253.6% | -21.2% | +274.8% | +274.3% |
| 5Y | +99.6% | -29.2% | +128.8% | +155.8% |
| 10Y | +2,951.5% | -17.5% | +2,969.0% | +3,047.6% |
| All | +33,565.4% | +91.1% | +33,474.3% | +12,297.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling