+253.5%
TQQQ vs IWD
+69.9%
+183.6%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.3% | +1.0% |
| 7D | +2.8% | -1.2% | +4.0% | +6.7% |
| 30D | -3.0% | -1.6% | -1.4% | +2.0% |
| 3M | -2.7% | +7.0% | -9.7% | -21.4% |
| 6M | +45.4% | +17.0% | +28.5% | -9.2% |
| YTD | +36.3% | +21.6% | +14.6% | -24.4% |
| 1Y | +53.4% | +28.0% | +25.4% | -26.8% |
| All | +253.5% | +69.9% | +183.6% | -12.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling