+49.5%
TQQQ vs IWM
+23.2%
+26.3%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.4% | +2.1% | +1.6% |
| 7D | -1.9% | -2.4% | +0.5% | +3.7% |
| 30D | -4.9% | -4.6% | -0.3% | +6.1% |
| 3M | -6.4% | -0.3% | -6.1% | -3.7% |
| 6M | +44.4% | +14.7% | +29.7% | +14.9% |
| YTD | +35.2% | +17.8% | +17.3% | +2.6% |
| 1Y | +49.5% | +21.2% | +28.3% | +10.7% |
| All | +49.5% | +23.2% | +26.3% | +10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IWM.
Daily Out/Under-Performance
Portfolio return minus IWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWM 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 IWM 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