+2,876.9%
TQQQ vs IBM
+148.6%
+2,728.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.0% | -1.4% | -1.3% |
| 7D | -1.9% | +3.6% | -5.5% | -5.3% |
| 30D | -4.9% | +3.1% | -8.0% | -7.9% |
| 3M | -6.4% | -10.8% | +4.4% | -6.8% |
| 6M | +44.4% | -0.8% | +45.2% | +20.3% |
| YTD | +35.2% | -16.2% | +51.4% | +32.6% |
| 1Y | +49.5% | -2.9% | +52.4% | +19.5% |
| 3Y | +250.7% | +79.8% | +170.9% | +16.9% |
| 5Y | +104.7% | +124.9% | -20.2% | -49.1% |
| All | +2,876.9% | +148.6% | +2,728.3% | +600.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBM.
Daily Out/Under-Performance
Portfolio return minus IBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBM 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 IBM 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