+34,426.4%
TQQQ vs IJR
+587.1%
+33,839.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.5% | +2.0% | +1.4% |
| 7D | -1.9% | -2.2% | +0.2% | +2.7% |
| 30D | -4.9% | -4.6% | -0.3% | +5.2% |
| 3M | -6.4% | +0.2% | -6.6% | -5.6% |
| 6M | +44.4% | +14.7% | +29.7% | +12.4% |
| YTD | +35.2% | +18.9% | +16.3% | -2.3% |
| 1Y | +49.5% | +19.9% | +29.6% | +6.6% |
| 3Y | +250.7% | +53.0% | +197.7% | +61.2% |
| 5Y | +104.7% | +40.9% | +63.8% | +42.4% |
| 10Y | +3,029.5% | +171.1% | +2,858.5% | +563.3% |
| All | +34,426.4% | +587.1% | +33,839.2% | +1,459.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IJR.
Daily Out/Under-Performance
Portfolio return minus IJR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJR 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 IJR 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