+2,876.9%
TQQQ vs MDT
+39.8%
+2,837.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.7% | +3.3% | +3.4% |
| 7D | -1.9% | -3.4% | +1.5% | +2.2% |
| 30D | -4.9% | +0.2% | -5.1% | -5.8% |
| 3M | -6.4% | +14.3% | -20.7% | -24.0% |
| 6M | +44.4% | +4.0% | +40.4% | +30.0% |
| YTD | +35.2% | -3.7% | +38.8% | +32.5% |
| 1Y | +49.5% | -0.4% | +49.9% | +38.1% |
| 3Y | +250.7% | +23.3% | +227.4% | +127.5% |
| 5Y | +104.7% | -18.9% | +123.6% | +155.4% |
| All | +2,876.9% | +39.8% | +2,837.1% | +2,044.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MDT.
Daily Out/Under-Performance
Portfolio return minus MDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDT 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 MDT 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