+1,678.0%
TQQQ vs IR
+271.1%
+1,406.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.2% | +2.8% | +2.8% |
| 7D | -1.9% | -4.5% | +2.6% | +2.7% |
| 30D | -4.9% | -13.9% | +9.1% | +10.6% |
| 3M | -6.4% | -0.3% | -6.1% | -7.3% |
| 6M | +44.4% | -14.3% | +58.7% | +65.4% |
| YTD | +35.2% | -7.9% | +43.0% | +40.5% |
| 1Y | +49.5% | -9.9% | +59.4% | +57.8% |
| 3Y | +250.7% | +6.5% | +244.2% | +226.5% |
| 5Y | +104.7% | +34.0% | +70.7% | +67.8% |
| All | +1,678.0% | +271.1% | +1,406.9% | +734.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IR.
Daily Out/Under-Performance
Portfolio return minus IR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IR 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 IR 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