+2,876.9%
TQQQ vs MKSI
+524.1%
+2,352.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.1% | +0.5% | +0.5% |
| 7D | -1.9% | +2.7% | -4.6% | -4.5% |
| 30D | -4.9% | -12.8% | +7.9% | +7.8% |
| 3M | -6.4% | -22.5% | +16.1% | +15.0% |
| 6M | +44.4% | +19.4% | +25.0% | +13.6% |
| YTD | +35.2% | +67.7% | -32.6% | -27.6% |
| 1Y | +49.5% | +131.4% | -81.9% | -45.1% |
| 3Y | +250.7% | +197.3% | +53.4% | -10.9% |
| 5Y | +104.7% | +87.0% | +17.7% | -3.4% |
| All | +2,876.9% | +524.1% | +2,352.8% | +391.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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