+33,565.4%
TQQQ vs MRK
+627.9%
+32,937.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.9% | -1.4% | -1.4% |
| 7D | -3.9% | -5.0% | +1.1% | +0.9% |
| 30D | -5.3% | +11.0% | -16.2% | -16.0% |
| 3M | +0.1% | +22.4% | -22.2% | -21.7% |
| 6M | +40.7% | +25.4% | +15.3% | +5.6% |
| YTD | +31.8% | +39.5% | -7.7% | -13.0% |
| 1Y | +48.2% | +78.0% | -29.7% | -27.0% |
| 3Y | +253.6% | +45.5% | +208.1% | +94.9% |
| 5Y | +99.6% | +130.3% | -30.7% | -46.6% |
| 10Y | +2,951.5% | +229.8% | +2,721.7% | +458.0% |
| All | +33,565.4% | +627.9% | +32,937.5% | +1,516.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling