+1,707.6%
TQQQ vs IR
+282.2%
+1,425.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.3% | +1.4% |
| 7D | +4.4% | +0.6% | +3.7% | +3.7% |
| 30D | -3.1% | -13.6% | +10.5% | +12.2% |
| 3M | -5.2% | +3.7% | -8.9% | -9.7% |
| 6M | +52.4% | -13.1% | +65.4% | +72.1% |
| YTD | +37.4% | -5.1% | +42.5% | +38.6% |
| 1Y | +56.0% | -6.5% | +62.4% | +58.5% |
| 3Y | +268.7% | +8.5% | +260.2% | +236.8% |
| 5Y | +101.2% | +43.3% | +57.9% | +55.2% |
| All | +1,707.6% | +282.2% | +1,425.4% | +723.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling