+35,102.5%
TQQQ vs IWD
+567.1%
+34,535.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.1% | +2.4% |
| 7D | +0.7% | -0.3% | +1.0% | +1.5% |
| 30D | -0.6% | +0.6% | -1.2% | -2.4% |
| 3M | -14.9% | +7.2% | -22.1% | -29.3% |
| 6M | +44.6% | +16.2% | +28.4% | -2.7% |
| YTD | +37.8% | +23.3% | +14.5% | -21.4% |
| 1Y | +59.2% | +29.6% | +29.6% | -20.2% |
| 3Y | +254.1% | +70.5% | +183.7% | -6.6% |
| 5Y | +100.6% | +73.5% | +27.1% | -32.7% |
| 10Y | +2,857.5% | +198.3% | +2,659.2% | +233.0% |
| All | +35,102.5% | +567.1% | +34,535.4% | +642.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling