+105.2%
TQQQ vs MDT
-19.5%
+124.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.7% | +3.3% | +3.2% |
| 7D | -1.9% | -3.4% | +1.5% | +1.0% |
| 30D | -4.9% | +0.2% | -5.1% | -5.5% |
| 3M | -6.4% | +14.3% | -20.7% | -19.5% |
| 6M | +44.4% | +4.0% | +40.4% | +35.6% |
| YTD | +35.2% | -3.7% | +38.8% | +36.1% |
| 1Y | +49.5% | -0.4% | +49.9% | +43.4% |
| 3Y | +250.7% | +23.3% | +227.4% | +148.2% |
| All | +105.2% | -19.5% | +124.7% | +141.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling