+5,731.6%
MU vs TQQQ
+3,077.3%
+2,654.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TQQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.6% | -2.8% | -1.5% |
| 7D | -4.1% | -1.9% | -2.1% | -3.1% |
| 30D | +7.0% | -4.9% | +11.9% | +9.7% |
| 3M | -2.1% | -6.4% | +4.3% | +2.6% |
| 6M | +133.1% | +44.4% | +88.7% | +101.4% |
| YTD | +241.9% | +35.2% | +206.7% | +205.4% |
| 1Y | +548.8% | +49.5% | +499.2% | +456.3% |
| 3Y | +1,308.2% | +250.7% | +1,057.5% | +689.7% |
| 5Y | +1,260.7% | +104.7% | +1,156.0% | +717.1% |
| All | +5,731.6% | +3,077.3% | +2,654.4% | +543.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling