+12.9%
TQQQ vs IEF
-1.9%
+14.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.5% | +2.2% | +1.5% |
| 7D | -14.0% | +0.9% | -14.9% | -16.1% |
| 30D | -25.1% | +3.1% | -28.2% | -32.4% |
| 3M | -16.7% | -1.4% | -15.3% | -11.0% |
| 6M | -3.7% | -1.6% | -2.2% | +3.8% |
| YTD | +18.8% | -2.1% | +20.9% | +29.0% |
| 1Y | +12.9% | -2.0% | +14.9% | +23.0% |
| All | +12.9% | -1.9% | +14.8% | +23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 IEF 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