+34,703.6%
TQQQ vs IRM
+1,376.0%
+33,327.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.1% | -0.2% |
| 7D | +2.8% | +3.0% | -0.2% | 0.0% |
| 30D | -3.0% | -5.2% | +2.2% | +1.7% |
| 3M | -2.7% | -8.0% | +5.3% | +4.6% |
| 6M | +45.4% | +9.2% | +36.3% | +33.3% |
| YTD | +36.3% | +41.0% | -4.7% | -3.3% |
| 1Y | +53.4% | +23.3% | +30.2% | +22.4% |
| 3Y | +265.6% | +102.8% | +162.7% | +79.6% |
| 5Y | +101.7% | +192.8% | -91.1% | -25.1% |
| 10Y | +3,054.7% | +439.6% | +2,615.0% | +570.0% |
| All | +34,703.6% | +1,376.0% | +33,327.6% | +3,019.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 IRM 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