+439.6%
TQQQ vs MSFU
+73.2%
+366.4%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.1% | +1.4% | +1.6% |
| 7D | -1.9% | -1.8% | -0.1% | -0.5% |
| 30D | -4.9% | +0.5% | -5.3% | -5.9% |
| 3M | -6.4% | +51.9% | -58.3% | -40.1% |
| 6M | +44.4% | +35.0% | +9.4% | -3.0% |
| YTD | +35.2% | -9.0% | +44.2% | +27.8% |
| 1Y | +49.5% | -18.8% | +68.3% | +58.5% |
| 3Y | +250.7% | +25.5% | +225.2% | +109.8% |
| All | +439.6% | +73.2% | +366.4% | +120.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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