+105.2%
TQQQ vs MKC
-33.0%
+138.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.4% | +2.1% | +2.4% |
| 7D | -1.9% | -1.5% | -0.5% | -1.5% |
| 30D | -4.9% | -3.1% | -1.7% | -4.3% |
| 3M | -6.4% | +5.2% | -11.6% | -8.6% |
| 6M | +44.4% | -12.8% | +57.2% | +50.4% |
| YTD | +35.2% | -23.3% | +58.5% | +46.8% |
| 1Y | +49.5% | -24.1% | +73.6% | +61.9% |
| 3Y | +250.7% | -32.1% | +282.8% | +304.3% |
| All | +105.2% | -33.0% | +138.2% | +162.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling