+270.9%
TQQQ vs IP
+25.8%
+245.0%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.2% | -1.7% | -0.5% |
| 7D | +0.7% | -5.3% | +6.0% | +3.2% |
| 30D | -0.6% | -10.9% | +10.2% | +4.4% |
| 3M | -14.9% | +11.2% | -26.1% | -20.1% |
| 6M | +44.6% | -10.2% | +54.8% | +49.1% |
| YTD | +37.8% | -2.0% | +39.8% | +34.8% |
| 1Y | +59.2% | -19.1% | +78.3% | +71.2% |
| All | +270.9% | +25.8% | +245.0% | +248.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling