+2,876.9%
TQQQ vs MCO
+393.6%
+2,483.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.6% | +0.9% | 0.0% |
| 7D | -1.9% | -3.8% | +1.8% | +4.1% |
| 30D | -4.9% | -0.4% | -4.5% | -5.2% |
| 3M | -6.4% | +7.7% | -14.1% | -20.9% |
| 6M | +44.4% | +7.0% | +37.4% | +20.4% |
| YTD | +35.2% | -6.4% | +41.6% | +34.8% |
| 1Y | +49.5% | -7.6% | +57.1% | +48.3% |
| 3Y | +250.7% | +43.2% | +207.5% | +71.3% |
| 5Y | +104.7% | +29.6% | +75.1% | +39.7% |
| All | +2,876.9% | +393.6% | +2,483.3% | +294.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MCO.
Daily Out/Under-Performance
Portfolio return minus MCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCO 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 MCO 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