+34,426.4%
TQQQ vs IT
+740.0%
+33,686.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +5.3% | -2.7% | -2.5% |
| 7D | -1.9% | -3.7% | +1.7% | +1.0% |
| 30D | -4.9% | +0.1% | -4.9% | -6.7% |
| 3M | -6.4% | +20.7% | -27.1% | -32.8% |
| 6M | +44.4% | +12.0% | +32.4% | +4.3% |
| YTD | +35.2% | -28.8% | +64.0% | +52.3% |
| 1Y | +49.5% | -25.5% | +75.0% | +54.8% |
| 3Y | +250.7% | -48.8% | +299.5% | +429.9% |
| 5Y | +104.7% | -42.7% | +147.4% | +208.4% |
| 10Y | +3,029.5% | +102.5% | +2,927.0% | +902.9% |
| All | +34,426.4% | +740.0% | +33,686.4% | +1,894.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling