+12.9%
TQQQ vs IT
-17.9%
+30.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.5% | +1.3% | +2.9% |
| 7D | -14.0% | -5.5% | -8.5% | -14.3% |
| 30D | -25.1% | +10.3% | -35.5% | -25.0% |
| 3M | -16.7% | +11.5% | -28.2% | -16.5% |
| 6M | -3.7% | +40.3% | -44.0% | -1.7% |
| YTD | +18.8% | -17.9% | +36.6% | +33.6% |
| 1Y | +12.9% | -8.8% | +21.7% | +23.5% |
| All | +12.9% | -17.9% | +30.8% | +23.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 1y: compounded portfolio wealth divided by compounded IT 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…
1y analysis · Full analysis span regression · 6 months rolling