+7.8%
TQQQ vs IRE
-98.1%
+106.0%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -14.4% | +10.7% | -1.3% |
| 7D | +10.4% | -31.8% | +42.2% | +16.9% |
| 30D | -22.2% | -71.8% | +49.6% | -8.2% |
| 3M | -25.1% | -88.9% | +63.8% | -0.8% |
| 6M | -25.0% | -95.4% | +70.3% | +4.6% |
| YTD | +10.1% | -94.2% | +104.3% | +36.7% |
| 1Y | +11.0% | -97.1% | +108.1% | +43.9% |
| All | +7.8% | -98.1% | +106.0% | +43.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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