+101.7%
TQQQ vs IWD
+72.9%
+28.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.3% | +1.1% |
| 7D | +2.8% | -1.2% | +4.0% | +7.0% |
| 30D | -3.0% | -1.6% | -1.4% | +2.4% |
| 3M | -2.7% | +7.0% | -9.7% | -22.8% |
| 6M | +45.4% | +17.0% | +28.5% | -13.1% |
| YTD | +36.3% | +21.6% | +14.6% | -28.7% |
| 1Y | +53.4% | +28.0% | +25.4% | -32.1% |
| 3Y | +265.6% | +70.6% | +195.0% | -34.9% |
| 5Y | +101.7% | +73.3% | +28.4% | -52.6% |
| All | +101.7% | +72.9% | +28.8% | -52.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling