+2,876.9%
TQQQ vs MS
+806.9%
+2,070.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.7% | +1.5% |
| 7D | -1.9% | -1.5% | -0.4% | +0.1% |
| 30D | -4.9% | -1.5% | -3.4% | -3.1% |
| 3M | -6.4% | +1.4% | -7.8% | -7.9% |
| 6M | +44.4% | +34.7% | +9.7% | -0.6% |
| YTD | +35.2% | +22.7% | +12.4% | +3.7% |
| 1Y | +49.5% | +40.1% | +9.4% | -3.1% |
| 3Y | +250.7% | +181.4% | +69.3% | -5.1% |
| 5Y | +104.7% | +142.6% | -37.9% | -26.0% |
| All | +2,876.9% | +806.9% | +2,070.0% | +207.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MS.
Daily Out/Under-Performance
Portfolio return minus MS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MS 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 MS 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