+8.9%
TQQQ vs IP
-4.7%
+13.7%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -1.3% | +8.2% | +7.3% |
| 7D | -2.9% | -2.8% | -0.1% | -1.7% |
| 30D | -24.1% | +9.2% | -33.3% | -26.1% |
| 3M | -17.1% | -16.1% | -1.0% | -12.5% |
| 6M | -21.1% | +9.6% | -30.7% | -24.6% |
| YTD | +15.3% | -8.8% | +24.1% | +16.7% |
| 1Y | +8.9% | -5.5% | +14.5% | +8.8% |
| All | +8.9% | -4.7% | +13.7% | +8.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling