+105.2%
TQQQ vs ZS
-38.5%
+143.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.6% | +1.9% | +2.1% |
| 7D | -1.9% | -3.1% | +1.2% | 0.0% |
| 30D | -4.9% | -7.2% | +2.4% | -1.0% |
| 3M | -6.4% | +30.5% | -36.9% | -24.0% |
| 6M | +44.4% | +7.0% | +37.4% | +18.3% |
| YTD | +35.2% | -26.8% | +62.0% | +44.3% |
| 1Y | +49.5% | -42.6% | +92.1% | +91.3% |
| 3Y | +250.7% | -0.3% | +251.0% | +183.7% |
| All | +105.2% | -38.5% | +143.7% | +106.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS 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 ZS 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