+12.9%
TQQQ vs IBN
+4.2%
+8.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.8% | -1.0% | +0.6% |
| 7D | -14.0% | +8.9% | -22.9% | -18.4% |
| 30D | -25.1% | +12.6% | -37.8% | -31.4% |
| 3M | -16.7% | +3.1% | -19.7% | -18.2% |
| 6M | -3.7% | +20.6% | -24.3% | -18.2% |
| YTD | +18.8% | +5.8% | +13.0% | +9.9% |
| 1Y | +12.9% | +3.7% | +9.2% | +4.5% |
| All | +12.9% | +4.2% | +8.7% | +4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 1y: compounded portfolio wealth divided by compounded IBN 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…
1y analysis · Full analysis span regression · 6 months rolling