+242.0%
TQQQ vs IWM
+60.9%
+181.1%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.0% | -2.3% | -1.2% |
| 7D | -3.9% | -2.5% | -1.4% | +1.3% |
| 30D | -5.3% | -4.4% | -0.9% | +4.2% |
| 3M | +0.1% | +2.2% | -2.1% | -2.1% |
| 6M | +40.7% | +14.0% | +26.6% | +13.4% |
| YTD | +31.8% | +17.4% | +14.4% | +0.6% |
| 1Y | +48.2% | +22.9% | +25.3% | +4.0% |
| All | +242.0% | +60.9% | +181.1% | +71.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling