+2,448.5%
TQQQ vs IBB
+126.8%
+2,321.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.4% | -3.2% | -2.8% |
| 7D | +10.4% | -0.5% | +10.9% | +11.9% |
| 30D | -22.2% | +4.6% | -26.7% | -27.5% |
| 3M | -25.1% | +6.8% | -31.9% | -35.3% |
| 6M | -25.0% | +23.1% | -48.1% | -52.3% |
| YTD | +10.1% | +26.0% | -16.0% | -33.8% |
| 1Y | +11.0% | +30.4% | -19.3% | -38.0% |
| 3Y | +195.0% | +85.4% | +109.5% | -21.0% |
| 5Y | +46.6% | +39.7% | +6.9% | -13.0% |
| All | +2,448.5% | +126.8% | +2,321.8% | +799.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 10y: compounded portfolio wealth divided by compounded IBB 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…
10y analysis · Full analysis span regression · 6 months rolling