+105.2%
TQQQ vs IQV
-0.1%
+105.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.7% | +0.8% | +1.0% |
| 7D | -1.9% | -2.2% | +0.3% | 0.0% |
| 30D | -4.9% | +8.3% | -13.2% | -11.9% |
| 3M | -6.4% | +44.6% | -51.0% | -38.5% |
| 6M | +44.4% | +52.6% | -8.2% | -12.7% |
| YTD | +35.2% | +16.1% | +19.0% | +7.0% |
| 1Y | +49.5% | +37.3% | +12.2% | -4.1% |
| 3Y | +250.7% | +21.6% | +229.1% | +134.8% |
| All | +105.2% | -0.1% | +105.3% | +100.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling