+253.2%
TQQQ vs MAS
+29.0%
+224.2%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.8% | -1.3% | -0.9% |
| 7D | +0.7% | -0.8% | +1.5% | +1.3% |
| 30D | -0.6% | -5.6% | +4.9% | +3.4% |
| 3M | -14.9% | +4.4% | -19.3% | -18.8% |
| 6M | +44.6% | +7.2% | +37.4% | +33.7% |
| YTD | +37.8% | +16.1% | +21.7% | +16.5% |
| 1Y | +59.2% | +0.1% | +59.1% | +52.6% |
| All | +253.2% | +29.0% | +224.2% | +197.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling