+1,263.7%
MU vs TQQQ
+92.4%
+1,171.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TQQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -3.3% | -1.6% | -3.2% |
| 7D | +2.0% | -3.9% | +5.9% | +4.3% |
| 30D | +12.5% | -5.3% | +17.8% | +15.9% |
| 3M | +9.6% | +0.1% | +9.5% | +11.4% |
| 6M | +142.6% | +40.7% | +102.0% | +111.6% |
| YTD | +242.7% | +31.8% | +210.9% | +209.0% |
| 1Y | +599.3% | +48.2% | +551.0% | +500.9% |
| 3Y | +1,308.3% | +253.6% | +1,054.7% | +708.0% |
| 5Y | +1,263.7% | +99.6% | +1,164.1% | +752.3% |
| All | +1,263.7% | +92.4% | +1,171.3% | +752.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling