+3,054.7%
TQQQ vs IP
+15.7%
+3,039.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -5.1% | +4.2% | +3.4% |
| 7D | +2.8% | -4.6% | +7.4% | +6.7% |
| 30D | -3.0% | -15.3% | +12.2% | +10.5% |
| 3M | -2.7% | +2.7% | -5.4% | -7.9% |
| 6M | +45.4% | -7.4% | +52.8% | +46.6% |
| YTD | +36.3% | -8.8% | +45.1% | +35.7% |
| 1Y | +53.4% | -22.4% | +75.9% | +72.7% |
| 3Y | +265.6% | +14.2% | +251.3% | +153.5% |
| 5Y | +101.7% | -21.8% | +123.5% | +113.8% |
| 10Y | +3,054.7% | +18.3% | +3,036.4% | +2,107.5% |
| All | +3,054.7% | +15.7% | +3,039.0% | +2,107.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded IP 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling