-25.0%
TQQQ vs IVV
+2.7%
-27.7%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.4% | -3.3% | -1.7% |
| 7D | +10.4% | +2.6% | +7.8% | -1.4% |
| 30D | -22.2% | -2.0% | -20.2% | -11.3% |
| 3M | -25.1% | -2.8% | -22.3% | -10.3% |
| 6M | -25.0% | +2.2% | -27.2% | -25.9% |
| All | -25.0% | +2.7% | -27.7% | -25.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IVV.
Daily Out/Under-Performance
Portfolio return minus IVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVV 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 6mo: compounded portfolio wealth divided by compounded IVV 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…
6mo analysis · Full analysis span regression · 6 months rolling