+2,876.9%
TQQQ vs IQV
+242.6%
+2,634.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.7% | +0.8% | +0.6% |
| 7D | -1.9% | -2.2% | +0.3% | +0.5% |
| 30D | -4.9% | +8.3% | -13.2% | -13.6% |
| 3M | -6.4% | +44.6% | -51.0% | -44.4% |
| 6M | +44.4% | +52.6% | -8.2% | -22.7% |
| YTD | +35.2% | +16.1% | +19.0% | -2.1% |
| 1Y | +49.5% | +37.3% | +12.2% | -14.6% |
| 3Y | +250.7% | +21.6% | +229.1% | +107.2% |
| 5Y | +104.7% | +0.5% | +104.2% | +81.3% |
| All | +2,876.9% | +242.6% | +2,634.3% | +662.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 IQV 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