+34,703.6%
TQQQ vs IGV
+1,105.6%
+33,598.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | +0.9% |
| 7D | +2.8% | -1.5% | +4.3% | +5.9% |
| 30D | -3.0% | -3.0% | 0.0% | +0.9% |
| 3M | -2.7% | +9.6% | -12.3% | -24.6% |
| 6M | +45.4% | +16.1% | +29.3% | -8.0% |
| YTD | +36.3% | -3.6% | +39.9% | +26.9% |
| 1Y | +53.4% | -7.8% | +61.2% | +60.3% |
| 3Y | +265.6% | +40.0% | +225.6% | +67.6% |
| 5Y | +101.7% | +21.2% | +80.5% | +72.7% |
| 10Y | +3,054.7% | +364.4% | +2,690.3% | +113.5% |
| All | +34,703.6% | +1,105.6% | +33,598.0% | +302.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IGV.
Daily Out/Under-Performance
Portfolio return minus IGV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IGV 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 IGV 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