+59.2%
TQQQ vs IWF
+10.9%
+48.3%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +0.7% | +0.5% | +0.2% | -0.8% |
| 30D | -0.6% | -0.4% | -0.3% | +0.9% |
| 3M | -14.9% | -2.6% | -12.3% | -3.6% |
| 6M | +44.6% | +9.1% | +35.4% | +19.5% |
| YTD | +37.8% | +4.5% | +33.3% | +31.9% |
| 1Y | +59.2% | +10.1% | +49.1% | +39.7% |
| All | +59.2% | +10.9% | +48.3% | +39.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 IWF 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