+2,876.9%
TQQQ vs IDXX
+360.5%
+2,516.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.4% | +2.9% | +3.0% |
| 7D | -1.9% | -5.7% | +3.8% | +5.1% |
| 30D | -4.9% | -11.5% | +6.7% | +9.3% |
| 3M | -6.4% | -9.5% | +3.1% | +1.9% |
| 6M | +44.4% | -16.0% | +60.4% | +70.4% |
| YTD | +35.2% | -25.4% | +60.6% | +83.2% |
| 1Y | +49.5% | -21.8% | +71.3% | +84.4% |
| 3Y | +250.7% | +7.0% | +243.7% | +141.0% |
| 5Y | +104.7% | -26.0% | +130.7% | +161.1% |
| All | +2,876.9% | +360.5% | +2,516.4% | +489.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IDXX.
Daily Out/Under-Performance
Portfolio return minus IDXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IDXX 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 IDXX 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