-10.2%
TQQQ vs MDLZ
+23.3%
-33.5%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.9% | -0.8% | -18.1% | -19.6% |
| 7D | -27.1% | +6.9% | -34.0% | -22.8% |
| 30D | -40.1% | +12.1% | -52.2% | -33.9% |
| 3M | -30.6% | +7.7% | -38.3% | -25.4% |
| 6M | -24.8% | +10.8% | -35.6% | -16.2% |
| YTD | -3.7% | +27.4% | -31.1% | +9.9% |
| 1Y | -10.2% | +23.5% | -33.7% | +1.7% |
| All | -10.2% | +23.3% | -33.5% | +1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MDLZ.
Daily Out/Under-Performance
Portfolio return minus MDLZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDLZ 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 MDLZ 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