+59.2%
TQQQ vs MO
+10.1%
+49.1%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.3% | -0.2% |
| 7D | +0.7% | +0.3% | +0.4% | +1.1% |
| 30D | -0.6% | +0.6% | -1.3% | +0.2% |
| 3M | -14.9% | -1.0% | -13.9% | -14.0% |
| 6M | +44.6% | +4.3% | +40.2% | +50.6% |
| YTD | +37.8% | +23.3% | +14.5% | +54.3% |
| 1Y | +59.2% | +10.5% | +48.7% | +63.4% |
| All | +59.2% | +10.1% | +49.1% | +63.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MO.
Daily Out/Under-Performance
Portfolio return minus MO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MO 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 1y: compounded portfolio wealth divided by compounded MO 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…
1y analysis · Full analysis span regression · 6 months rolling