+99.8%
TQQQ vs IP
-17.2%
+117.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.2% | -1.7% | -1.0% |
| 7D | +0.7% | -5.3% | +6.0% | +4.3% |
| 30D | -0.6% | -10.9% | +10.2% | +6.8% |
| 3M | -14.9% | +11.2% | -26.1% | -22.7% |
| 6M | +44.6% | -10.2% | +54.8% | +50.7% |
| YTD | +37.8% | -2.0% | +39.8% | +32.0% |
| 1Y | +59.2% | -19.1% | +78.3% | +74.4% |
| 3Y | +254.1% | +20.9% | +233.3% | +144.3% |
| All | +99.8% | -17.2% | +117.0% | +89.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling