+33,565.4%
TQQQ vs IBN
+430.8%
+33,134.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.7% | -2.8% |
| 7D | -3.9% | -5.5% | +1.6% | +0.4% |
| 30D | -5.3% | -3.4% | -1.9% | -2.8% |
| 3M | +0.1% | +8.7% | -8.5% | -6.6% |
| 6M | +40.7% | +3.7% | +36.9% | +36.5% |
| YTD | +31.8% | -2.4% | +34.2% | +33.9% |
| 1Y | +48.2% | -8.1% | +56.3% | +56.5% |
| 3Y | +253.6% | +26.3% | +227.3% | +187.7% |
| 5Y | +99.6% | +54.9% | +44.7% | +50.2% |
| 10Y | +2,951.5% | +311.8% | +2,639.7% | +982.7% |
| All | +33,565.4% | +430.8% | +33,134.6% | +8,126.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling