+34,703.6%
TQQQ vs IVZ
+221.0%
+34,482.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | -0.1% | 0.0% |
| 7D | +2.8% | +1.2% | +1.6% | +1.5% |
| 30D | -3.0% | +1.8% | -4.8% | -4.9% |
| 3M | -2.7% | +15.7% | -18.5% | -16.1% |
| 6M | +45.4% | +36.3% | +9.1% | +5.8% |
| YTD | +36.3% | +24.9% | +11.3% | +7.2% |
| 1Y | +53.4% | +48.9% | +4.5% | +0.5% |
| 3Y | +265.6% | +136.8% | +128.8% | +43.8% |
| 5Y | +101.7% | +60.0% | +41.7% | +31.2% |
| 10Y | +3,054.7% | +63.4% | +2,991.3% | +1,740.3% |
| All | +34,703.6% | +221.0% | +34,482.7% | +11,094.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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