+12.9%
TQQQ vs ITOT
+14.7%
-1.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.5% | +1.2% | -3.7% |
| 7D | -14.0% | -0.7% | -13.3% | -11.0% |
| 30D | -25.1% | -1.1% | -24.0% | -20.5% |
| 3M | -16.7% | -0.8% | -15.8% | -11.7% |
| 6M | -3.7% | +7.0% | -10.7% | -20.2% |
| YTD | +18.8% | +13.3% | +5.4% | -17.5% |
| 1Y | +12.9% | +14.8% | -1.9% | -24.5% |
| All | +12.9% | +14.7% | -1.8% | -24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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