+2,876.9%
TQQQ vs MO
+114.7%
+2,762.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.3% | +2.3% | +2.4% |
| 7D | -1.9% | +0.1% | -2.1% | -2.0% |
| 30D | -4.9% | +7.1% | -12.0% | -8.9% |
| 3M | -6.4% | -2.0% | -4.4% | -7.9% |
| 6M | +44.4% | +7.3% | +37.1% | +31.0% |
| YTD | +35.2% | +23.5% | +11.7% | +10.0% |
| 1Y | +49.5% | +11.0% | +38.5% | +29.7% |
| 3Y | +250.7% | +95.0% | +155.7% | +81.6% |
| 5Y | +104.7% | +100.6% | +4.1% | +0.6% |
| All | +2,876.9% | +114.7% | +2,762.2% | +1,065.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling