+34,426.4%
TQQQ vs MKSI
+1,688.6%
+32,737.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.1% | +0.5% | +0.4% |
| 7D | -1.9% | +2.7% | -4.6% | -4.5% |
| 30D | -4.9% | -12.8% | +7.9% | +8.1% |
| 3M | -6.4% | -22.5% | +16.1% | +15.3% |
| 6M | +44.4% | +19.4% | +25.0% | +12.9% |
| YTD | +35.2% | +67.7% | -32.6% | -28.5% |
| 1Y | +49.5% | +131.4% | -81.9% | -46.1% |
| 3Y | +250.7% | +197.3% | +53.4% | -12.5% |
| 5Y | +104.7% | +87.0% | +17.7% | -5.1% |
| 10Y | +3,029.5% | +522.1% | +2,507.5% | +299.2% |
| All | +34,426.4% | +1,688.6% | +32,737.7% | +1,635.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling