+79.7%
TQQQ vs IOT
+54.1%
+25.6%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.2% | +2.7% | +2.6% |
| 7D | -1.9% | -4.5% | +2.6% | +0.3% |
| 30D | -4.9% | -2.4% | -2.4% | -4.1% |
| 3M | -6.4% | +19.0% | -25.4% | -17.2% |
| 6M | +44.4% | +19.6% | +24.8% | +23.9% |
| YTD | +35.2% | +8.3% | +26.9% | +18.5% |
| 1Y | +49.5% | -0.8% | +50.3% | +36.9% |
| 3Y | +250.7% | +24.4% | +226.3% | +159.4% |
| All | +79.7% | +54.1% | +25.6% | -3.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IOT.
Daily Out/Under-Performance
Portfolio return minus IOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOT 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 IOT 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