+34,426.4%
TQQQ vs IYR
+308.6%
+34,117.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.8% | +1.1% |
| 7D | -1.9% | -1.4% | -0.6% | +0.7% |
| 30D | -4.9% | -2.7% | -2.2% | 0.0% |
| 3M | -6.4% | -2.1% | -4.3% | -5.2% |
| 6M | +44.4% | +3.6% | +40.8% | +30.6% |
| YTD | +35.2% | +8.1% | +27.0% | +12.0% |
| 1Y | +49.5% | +4.7% | +44.8% | +30.9% |
| 3Y | +250.7% | +29.1% | +221.6% | +104.3% |
| 5Y | +104.7% | +6.9% | +97.8% | +105.0% |
| 10Y | +3,029.5% | +69.0% | +2,960.6% | +1,505.7% |
| All | +34,426.4% | +308.6% | +34,117.8% | +4,495.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling