+99.6%
TQQQ vs IR
+35.0%
+64.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.7% | -2.6% | -2.4% |
| 7D | -3.9% | -3.1% | -0.9% | 0.0% |
| 30D | -5.3% | -14.0% | +8.7% | +15.0% |
| 3M | +0.1% | +3.7% | -3.6% | -6.8% |
| 6M | +40.7% | -15.4% | +56.0% | +68.7% |
| YTD | +31.8% | -7.7% | +39.5% | +34.0% |
| 1Y | +48.2% | -8.8% | +57.0% | +50.9% |
| 3Y | +253.6% | +5.6% | +248.0% | +171.2% |
| 5Y | +99.6% | +34.3% | +65.3% | +8.9% |
| All | +99.6% | +35.0% | +64.6% | +8.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling