+34,426.4%
TQQQ vs IBKR
+2,824.4%
+31,602.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.2% | +0.4% | +0.3% |
| 7D | -1.9% | -1.3% | -0.6% | -0.5% |
| 30D | -4.9% | -0.2% | -4.6% | -5.4% |
| 3M | -6.4% | +3.0% | -9.4% | -10.5% |
| 6M | +44.4% | +33.9% | +10.5% | +5.9% |
| YTD | +35.2% | +42.5% | -7.3% | -8.3% |
| 1Y | +49.5% | +44.9% | +4.6% | -0.7% |
| 3Y | +250.7% | +293.0% | -42.3% | -21.0% |
| 5Y | +104.7% | +497.7% | -393.0% | -70.1% |
| 10Y | +3,029.5% | +1,004.4% | +2,025.2% | +155.0% |
| All | +34,426.4% | +2,824.4% | +31,602.0% | +865.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling