+34,703.6%
TQQQ vs ISRG
+891.0%
+33,812.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-09.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | -1.8% |
| 7D | +2.8% | -5.0% | +7.8% | +8.7% |
| 30D | -3.0% | -10.2% | +7.2% | +8.7% |
| 3M | -2.7% | -17.2% | +14.5% | +13.7% |
| 6M | +45.4% | -28.4% | +73.9% | +97.3% |
| YTD | +36.3% | -37.6% | +73.9% | +117.6% |
| 1Y | +53.4% | -24.4% | +77.8% | +88.1% |
| 3Y | +265.6% | +18.4% | +247.1% | +175.8% |
| 5Y | +101.7% | -1.0% | +102.7% | +107.9% |
| 10Y | +3,054.7% | +370.1% | +2,684.5% | +843.2% |
| All | +34,703.6% | +891.0% | +33,812.6% | +5,141.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ISRG.
Daily Out/Under-Performance
Portfolio return minus ISRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ISRG 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 1990-01-01 to 2026-09-09: compounded portfolio wealth divided by compounded ISRG 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…
1990-01-01 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling