+101.7%
TQQQ vs MSCI
-11.2%
+112.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.4% | -1.5% |
| 7D | +2.8% | -1.1% | +3.9% | +3.9% |
| 30D | -3.0% | -1.2% | -1.9% | -2.3% |
| 3M | -2.7% | -8.4% | +5.7% | +2.1% |
| 6M | +45.4% | -1.0% | +46.5% | +35.9% |
| YTD | +36.3% | -2.3% | +38.5% | +26.5% |
| 1Y | +53.4% | -1.2% | +54.6% | +35.9% |
| 3Y | +265.6% | +7.9% | +257.7% | +169.7% |
| 5Y | +101.7% | -10.1% | +111.8% | +100.2% |
| All | +101.7% | -11.2% | +112.9% | +100.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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