+105.2%
TQQQ vs IBN
+58.3%
+46.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.9% | +0.7% | +0.3% |
| 7D | -1.9% | -3.0% | +1.1% | +1.6% |
| 30D | -4.9% | -1.5% | -3.3% | -3.5% |
| 3M | -6.4% | +7.9% | -14.3% | -15.5% |
| 6M | +44.4% | +8.6% | +35.8% | +29.6% |
| YTD | +35.2% | -0.6% | +35.7% | +34.2% |
| 1Y | +49.5% | -7.3% | +56.8% | +59.3% |
| 3Y | +250.7% | +26.2% | +224.5% | +127.2% |
| All | +105.2% | +58.3% | +46.8% | -3.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling