+96.4%
MQQQ vs SPY
+39.6%
+56.8%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.8% | -0.5% |
| 7D | -1.2% | -0.8% | -0.4% | +0.7% |
| 30D | -2.9% | -1.1% | -1.8% | -0.1% |
| 3M | -2.8% | +3.9% | -6.7% | -10.4% |
| 6M | +29.1% | +13.6% | +15.5% | -3.0% |
| YTD | +24.6% | +12.7% | +11.9% | -4.0% |
| 1Y | +34.8% | +17.5% | +17.3% | -5.2% |
| All | +96.4% | +39.6% | +56.8% | -7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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