+2,876.9%
TQQQ vs MKC
+29.9%
+2,847.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.4% | +2.1% | +2.3% |
| 7D | -1.9% | -1.5% | -0.5% | -0.9% |
| 30D | -4.9% | -3.1% | -1.7% | -3.2% |
| 3M | -6.4% | +5.2% | -11.6% | -12.1% |
| 6M | +44.4% | -12.8% | +57.2% | +53.8% |
| YTD | +35.2% | -23.3% | +58.5% | +55.6% |
| 1Y | +49.5% | -24.1% | +73.6% | +70.4% |
| 3Y | +250.7% | -32.1% | +282.8% | +316.5% |
| 5Y | +104.7% | -32.8% | +137.5% | +137.6% |
| All | +2,876.9% | +29.9% | +2,847.0% | +2,165.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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