+99.6%
TQQQ vs IWM
+36.0%
+63.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.0% | -2.3% | -0.9% |
| 7D | -3.9% | -2.5% | -1.4% | +2.1% |
| 30D | -5.3% | -4.4% | -0.9% | +5.6% |
| 3M | +0.1% | +2.2% | -2.1% | -2.7% |
| 6M | +40.7% | +14.0% | +26.6% | +8.4% |
| YTD | +31.8% | +17.4% | +14.4% | -5.1% |
| 1Y | +48.2% | +22.9% | +25.3% | -4.0% |
| 3Y | +253.6% | +62.1% | +191.6% | +21.3% |
| 5Y | +99.6% | +38.2% | +61.4% | +26.7% |
| All | +99.6% | +36.0% | +63.6% | +26.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling