+34,426.4%
TQQQ vs IJH
+575.8%
+33,850.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.8% | +0.6% |
| 7D | -1.9% | -1.9% | -0.1% | +2.7% |
| 30D | -4.9% | -4.6% | -0.2% | +7.1% |
| 3M | -6.4% | -1.2% | -5.2% | -1.7% |
| 6M | +44.4% | +9.4% | +35.0% | +21.4% |
| YTD | +35.2% | +13.3% | +21.8% | +4.5% |
| 1Y | +49.5% | +13.4% | +36.1% | +16.5% |
| 3Y | +250.7% | +50.4% | +200.3% | +55.6% |
| 5Y | +104.7% | +49.0% | +55.7% | +23.5% |
| 10Y | +3,029.5% | +182.6% | +2,847.0% | +461.2% |
| All | +34,426.4% | +575.8% | +33,850.6% | +1,143.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IJH.
Daily Out/Under-Performance
Portfolio return minus IJH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJH 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 IJH 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