+34,426.4%
TQQQ vs MDLZ
+380.5%
+34,045.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.6% |
| 7D | -1.9% | +1.9% | -3.8% | -4.2% |
| 30D | -4.9% | +0.4% | -5.3% | -5.9% |
| 3M | -6.4% | -0.6% | -5.8% | -10.7% |
| 6M | +44.4% | +14.7% | +29.7% | +11.3% |
| YTD | +35.2% | +18.0% | +17.2% | -2.8% |
| 1Y | +49.5% | +4.1% | +45.4% | +25.0% |
| 3Y | +250.7% | -4.6% | +255.3% | +190.3% |
| 5Y | +104.7% | +18.4% | +86.3% | +27.0% |
| 10Y | +3,029.5% | +88.0% | +2,941.5% | +1,106.8% |
| All | +34,426.4% | +380.5% | +34,045.9% | +2,553.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling