+2,239.3%
TQQQ vs IP
+31.6%
+2,207.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | +2.9% | +7.3% | +7.8% |
| 7D | -3.2% | -3.0% | -0.1% | -0.1% |
| 30D | -29.2% | +10.6% | -39.8% | -35.0% |
| 3M | -22.5% | -13.6% | -9.0% | -13.3% |
| 6M | -24.2% | +10.4% | -34.6% | -33.1% |
| YTD | +9.9% | -6.5% | +16.4% | +6.8% |
| 1Y | +9.7% | -2.1% | +11.8% | +1.6% |
| 3Y | +211.3% | +22.0% | +189.3% | +101.6% |
| 5Y | +45.6% | -9.7% | +55.3% | +35.0% |
| 10Y | +2,239.3% | +26.8% | +2,212.5% | +1,690.8% |
| All | +2,239.3% | +31.6% | +2,207.7% | +1,690.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling