+250.7%
TQQQ vs IBKR
+291.8%
-41.1%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.2% | +0.4% | +0.5% |
| 7D | -1.9% | -1.3% | -0.6% | -0.7% |
| 30D | -4.9% | -0.2% | -4.6% | -5.3% |
| 3M | -6.4% | +3.0% | -9.4% | -9.9% |
| 6M | +44.4% | +33.9% | +10.5% | +9.3% |
| YTD | +35.2% | +42.5% | -7.3% | -4.6% |
| 1Y | +49.5% | +44.9% | +4.6% | +3.8% |
| 3Y | +250.7% | +293.0% | -42.3% | +26.4% |
| All | +250.7% | +291.8% | -41.1% | +26.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBKR.
Daily Out/Under-Performance
Portfolio return minus IBKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBKR 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 IBKR 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