+59.2%
TQQQ vs IWD
+30.5%
+28.7%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.1% | +2.7% |
| 7D | +0.7% | -0.3% | +1.0% | +1.6% |
| 30D | -0.6% | +0.6% | -1.2% | -2.7% |
| 3M | -14.9% | +7.2% | -22.1% | -31.8% |
| 6M | +44.6% | +16.2% | +28.4% | -10.3% |
| YTD | +37.8% | +23.3% | +14.5% | -27.3% |
| 1Y | +59.2% | +29.6% | +29.6% | -25.2% |
| All | +59.2% | +30.5% | +28.7% | -25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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