+33,565.4%
TQQQ vs IWF
+1,115.2%
+32,450.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.9% | -2.3% | -0.4% |
| 7D | -3.9% | -1.7% | -2.2% | +1.4% |
| 30D | -5.3% | -1.8% | -3.4% | +0.7% |
| 3M | +0.1% | +1.5% | -1.3% | -1.1% |
| 6M | +40.7% | +7.7% | +33.0% | +19.0% |
| YTD | +31.8% | +2.7% | +29.1% | +30.8% |
| 1Y | +48.2% | +6.8% | +41.5% | +33.9% |
| 3Y | +253.6% | +76.9% | +176.8% | -16.3% |
| 5Y | +99.6% | +73.4% | +26.2% | -24.2% |
| 10Y | +2,951.5% | +416.4% | +2,535.1% | -23.8% |
| All | +33,565.4% | +1,115.2% | +32,450.2% | +12.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling