+25,364.8%
TQQQ vs IP
+215.2%
+25,149.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.8% | +2.7% | +2.7% |
| 7D | -15.7% | -5.1% | -10.7% | -11.2% |
| 30D | -37.5% | +8.5% | -46.0% | -42.4% |
| 3M | -27.3% | -13.8% | -13.5% | -17.6% |
| 6M | -26.7% | +5.7% | -32.4% | -33.9% |
| YTD | -0.3% | -9.1% | +8.8% | -1.7% |
| 1Y | -1.5% | -0.8% | -0.7% | -11.9% |
| 3Y | +184.0% | +14.8% | +169.2% | +88.3% |
| 5Y | +28.8% | -11.5% | +40.4% | +18.2% |
| 10Y | +2,251.9% | +27.9% | +2,224.0% | +1,276.9% |
| All | +25,364.8% | +215.2% | +25,149.6% | +6,183.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling