+253.5%
TQQQ vs IR
+5.7%
+247.8%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.0% | +1.2% | +1.3% |
| 7D | +2.8% | -1.9% | +4.7% | +4.8% |
| 30D | -3.0% | -15.0% | +12.0% | +14.6% |
| 3M | -2.7% | -0.4% | -2.3% | -3.7% |
| 6M | +45.4% | -15.0% | +60.5% | +68.8% |
| YTD | +36.3% | -7.1% | +43.3% | +37.6% |
| 1Y | +53.4% | -7.5% | +60.9% | +54.3% |
| All | +253.5% | +5.7% | +247.8% | +198.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling