+105.2%
TQQQ vs IYR
+6.0%
+99.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.8% | +1.1% |
| 7D | -1.9% | -1.4% | -0.6% | +0.6% |
| 30D | -4.9% | -2.7% | -2.2% | 0.0% |
| 3M | -6.4% | -2.1% | -4.3% | -5.3% |
| 6M | +44.4% | +3.6% | +40.8% | +29.7% |
| YTD | +35.2% | +8.1% | +27.0% | +10.7% |
| 1Y | +49.5% | +4.7% | +44.8% | +29.6% |
| 3Y | +250.7% | +29.1% | +221.6% | +88.5% |
| All | +105.2% | +6.0% | +99.1% | +124.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IYR.
Daily Out/Under-Performance
Portfolio return minus IYR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IYR 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 IYR 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