+2,802.7%
TQQQ vs IWD
+201.1%
+2,601.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.3% | -3.0% | -2.4% |
| 7D | -3.9% | -2.3% | -1.6% | +2.8% |
| 30D | -5.3% | -1.8% | -3.5% | -0.4% |
| 3M | +0.1% | +8.0% | -7.9% | -19.4% |
| 6M | +40.7% | +17.0% | +23.7% | -7.6% |
| YTD | +31.8% | +21.3% | +10.5% | -21.5% |
| 1Y | +48.2% | +27.9% | +20.3% | -23.5% |
| 3Y | +253.6% | +70.1% | +183.6% | -7.1% |
| 5Y | +99.6% | +74.2% | +25.4% | -34.5% |
| All | +2,802.7% | +201.1% | +2,601.6% | +294.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling