+2,876.9%
TQQQ vs MRK
+230.6%
+2,646.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.5% | +3.1% | +3.0% |
| 7D | -1.9% | -4.3% | +2.3% | +1.3% |
| 30D | -4.9% | +8.3% | -13.1% | -11.5% |
| 3M | -6.4% | +20.0% | -26.4% | -21.3% |
| 6M | +44.4% | +25.7% | +18.7% | +15.9% |
| YTD | +35.2% | +38.7% | -3.6% | -1.5% |
| 1Y | +49.5% | +74.7% | -25.2% | -12.8% |
| 3Y | +250.7% | +45.4% | +205.4% | +121.1% |
| 5Y | +104.7% | +129.0% | -24.3% | -33.7% |
| All | +2,876.9% | +230.6% | +2,646.3% | +729.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MRK.
Daily Out/Under-Performance
Portfolio return minus MRK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRK 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 MRK 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