+49.5%
TQQQ vs MDLZ
+3.7%
+45.8%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.5% |
| 7D | -1.9% | +1.9% | -3.8% | -0.7% |
| 30D | -4.9% | +0.4% | -5.3% | -4.5% |
| 3M | -6.4% | -0.6% | -5.8% | -4.0% |
| 6M | +44.4% | +14.7% | +29.7% | +51.9% |
| YTD | +35.2% | +18.0% | +17.2% | +44.3% |
| 1Y | +49.5% | +4.1% | +45.4% | +52.9% |
| All | +49.5% | +3.7% | +45.8% | +52.9% |
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