+28,011.2%
TQQQ vs IVV
+851.3%
+27,159.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.4% | -3.3% | -2.3% |
| 7D | +10.4% | +2.6% | +7.8% | +2.1% |
| 30D | -22.2% | -2.0% | -20.2% | -14.0% |
| 3M | -25.1% | -2.8% | -22.3% | -14.2% |
| 6M | -25.0% | +2.2% | -27.2% | -23.7% |
| YTD | +10.1% | +11.5% | -1.5% | -12.9% |
| 1Y | +11.0% | +13.5% | -2.4% | -16.2% |
| 3Y | +195.0% | +78.1% | +116.9% | -33.3% |
| 5Y | +46.6% | +73.1% | -26.5% | -45.1% |
| 10Y | +2,362.5% | +310.4% | +2,052.0% | +22.5% |
| All | +28,011.2% | +851.3% | +27,159.9% | +108.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling