+2,798.4%
TQQQ vs MAS
+140.6%
+2,657.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.8% | -1.3% | -1.6% |
| 7D | +0.7% | -0.8% | +1.5% | +1.6% |
| 30D | -0.6% | -5.6% | +4.9% | +5.7% |
| 3M | -14.9% | +4.4% | -19.3% | -21.6% |
| 6M | +44.6% | +7.2% | +37.4% | +26.9% |
| YTD | +37.8% | +16.1% | +21.7% | +5.6% |
| 1Y | +59.2% | +0.1% | +59.1% | +44.5% |
| 3Y | +254.1% | +28.3% | +225.8% | +119.2% |
| 5Y | +100.6% | +30.5% | +70.1% | +33.7% |
| All | +2,798.4% | +140.6% | +2,657.8% | +990.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 MAS 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