+3,081.6%
TQQQ vs IP
+21.9%
+3,059.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.0% | +1.7% | +1.4% |
| 7D | +4.4% | +0.1% | +4.3% | +4.2% |
| 30D | -3.1% | -11.2% | +8.1% | +6.5% |
| 3M | -5.2% | +12.3% | -17.5% | -16.8% |
| 6M | +52.4% | -5.2% | +57.6% | +51.0% |
| YTD | +37.4% | -4.0% | +41.4% | +31.3% |
| 1Y | +56.0% | -19.2% | +75.2% | +70.2% |
| 3Y | +268.7% | +20.3% | +248.4% | +145.2% |
| 5Y | +101.2% | -17.5% | +118.7% | +104.2% |
| All | +3,081.6% | +21.9% | +3,059.7% | +2,035.6% |
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