+34,703.6%
TQQQ vs MDT
+226.3%
+34,477.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.1% |
| 7D | +2.8% | -0.3% | +3.1% | +3.2% |
| 30D | -3.0% | +2.8% | -5.8% | -7.3% |
| 3M | -2.7% | +13.1% | -15.8% | -21.5% |
| 6M | +45.4% | +2.3% | +43.1% | +31.7% |
| YTD | +36.3% | -2.7% | +38.9% | +30.4% |
| 1Y | +53.4% | +0.9% | +52.5% | +37.2% |
| 3Y | +265.6% | +26.8% | +238.7% | +119.5% |
| 5Y | +101.7% | -19.5% | +121.2% | +150.7% |
| 10Y | +3,054.7% | +40.6% | +3,014.1% | +1,771.0% |
| All | +34,703.6% | +226.3% | +34,477.3% | +6,432.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling