+101.2%
TQQQ vs MOS
-7.1%
+108.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.6% | -2.9% | -1.4% |
| 7D | +4.4% | +7.1% | -2.7% | +1.2% |
| 30D | -3.1% | +15.0% | -18.1% | -9.4% |
| 3M | -5.2% | +24.1% | -29.3% | -14.7% |
| 6M | +52.4% | +2.7% | +49.7% | +46.7% |
| YTD | +37.4% | +12.2% | +25.2% | +25.3% |
| 1Y | +56.0% | -16.3% | +72.3% | +62.8% |
| 3Y | +268.7% | -23.3% | +292.0% | +281.9% |
| 5Y | +101.2% | -4.2% | +105.4% | +56.6% |
| All | +101.2% | -7.1% | +108.3% | +56.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling