+105.2%
TQQQ vs MRSH
+18.2%
+87.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.2% | +2.8% | +2.8% |
| 7D | -1.9% | -4.8% | +2.8% | +3.1% |
| 30D | -4.9% | -6.3% | +1.5% | +1.3% |
| 3M | -6.4% | +5.8% | -12.2% | -17.4% |
| 6M | +44.4% | +2.8% | +41.6% | +26.4% |
| YTD | +35.2% | -3.1% | +38.3% | +24.8% |
| 1Y | +49.5% | -11.3% | +60.8% | +54.3% |
| 3Y | +250.7% | -5.0% | +255.7% | +182.2% |
| All | +105.2% | +18.2% | +87.0% | +1.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH 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 MRSH 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