+35,102.5%
TQQQ vs MS
+1,039.8%
+34,062.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.2% |
| 7D | +0.7% | +1.4% | -0.6% | -0.7% |
| 30D | -0.6% | -0.3% | -0.4% | -0.4% |
| 3M | -14.9% | +0.3% | -15.2% | -14.3% |
| 6M | +44.6% | +31.3% | +13.2% | +8.5% |
| YTD | +37.8% | +24.7% | +13.2% | +8.8% |
| 1Y | +59.2% | +47.9% | +11.3% | +4.6% |
| 3Y | +254.1% | +178.3% | +75.8% | +22.2% |
| 5Y | +100.6% | +144.9% | -44.3% | -11.7% |
| 10Y | +2,857.5% | +804.5% | +2,053.0% | +305.4% |
| All | +35,102.5% | +1,039.8% | +34,062.7% | +4,448.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling