+3,054.7%
TQQQ vs MOS
+12.0%
+3,042.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.2% | +0.4% | -0.3% |
| 7D | +2.8% | +1.7% | +1.1% | +1.9% |
| 30D | -3.0% | +11.7% | -14.7% | -8.8% |
| 3M | -2.7% | +23.2% | -25.9% | -13.3% |
| 6M | +45.4% | -1.6% | +47.1% | +42.2% |
| YTD | +36.3% | +10.8% | +25.4% | +23.8% |
| 1Y | +53.4% | -16.2% | +69.6% | +59.4% |
| 3Y | +265.6% | -24.2% | +289.8% | +283.5% |
| 5Y | +101.7% | -6.6% | +108.3% | +78.7% |
| 10Y | +3,054.7% | +16.3% | +3,038.4% | +2,282.1% |
| All | +3,054.7% | +12.0% | +3,042.7% | +2,282.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 MOS 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