+35,000.4%
TQQQ vs IBM
+249.5%
+34,750.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | +1.1% |
| 7D | +4.4% | +0.3% | +4.1% | +4.0% |
| 30D | -3.1% | -1.5% | -1.6% | -1.7% |
| 3M | -5.2% | -16.8% | +11.6% | +2.1% |
| 6M | +52.4% | -9.0% | +61.4% | +36.1% |
| YTD | +37.4% | -20.1% | +57.5% | +39.2% |
| 1Y | +56.0% | -7.0% | +63.0% | +25.4% |
| 3Y | +268.7% | +72.4% | +196.3% | +13.6% |
| 5Y | +101.2% | +112.0% | -10.7% | -54.0% |
| 10Y | +2,840.4% | +131.6% | +2,708.8% | +522.1% |
| All | +35,000.4% | +249.5% | +34,750.8% | +2,863.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling