+59.2%
TQQQ vs MA
-1.7%
+60.9%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.6% | +0.5% |
| 7D | +0.7% | -2.7% | +3.4% | +0.7% |
| 30D | -0.6% | +1.5% | -2.2% | -0.7% |
| 3M | -14.9% | +20.4% | -35.3% | -16.4% |
| 6M | +44.6% | +11.1% | +33.4% | +45.4% |
| YTD | +37.8% | +2.0% | +35.9% | +42.2% |
| 1Y | +59.2% | -2.2% | +61.3% | +65.0% |
| All | +59.2% | -1.7% | +60.9% | +65.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MA.
Daily Out/Under-Performance
Portfolio return minus MA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MA 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 1y: compounded portfolio wealth divided by compounded MA 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…
1y analysis · Full analysis span regression · 6 months rolling