+2,254.4%
MSFT vs TQQQ
+36,899.9%
-34,645.6%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TQQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.4% | -0.2% |
| 7D | -1.0% | +2.8% | -3.8% | -1.9% |
| 30D | -2.7% | -3.0% | +0.4% | -1.8% |
| 3M | +22.1% | -2.7% | +24.8% | +20.5% |
| 6M | +20.6% | +45.4% | -24.9% | +2.2% |
| YTD | +2.3% | +36.3% | -33.9% | -11.8% |
| 1Y | -0.5% | +53.4% | -53.9% | -18.6% |
| 3Y | +50.5% | +265.6% | -215.0% | -17.6% |
| 5Y | +72.3% | +101.7% | -29.4% | +0.7% |
| 10Y | +885.0% | +3,054.7% | -2,169.7% | +81.0% |
| All | +2,254.4% | +36,899.9% | -34,645.6% | +77.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TQQQ.
Daily Out/Under-Performance
Portfolio return minus TQQQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TQQQ 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 TQQQ 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