+105.2%
TQQQ vs MKSI
+84.1%
+21.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.1% | +0.5% | +0.6% |
| 7D | -1.9% | +2.7% | -4.6% | -4.4% |
| 30D | -4.9% | -12.8% | +7.9% | +7.4% |
| 3M | -6.4% | -22.5% | +16.1% | +14.4% |
| 6M | +44.4% | +19.4% | +25.0% | +14.3% |
| YTD | +35.2% | +67.7% | -32.6% | -26.7% |
| 1Y | +49.5% | +131.4% | -81.9% | -44.5% |
| 3Y | +250.7% | +197.3% | +53.4% | -14.1% |
| All | +105.2% | +84.1% | +21.1% | +10.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling