+35,000.4%
TQQQ vs MSI
+2,132.3%
+32,868.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | +1.1% |
| 7D | +4.4% | -5.8% | +10.1% | +12.4% |
| 30D | -3.1% | -1.0% | -2.1% | -2.7% |
| 3M | -5.2% | +14.2% | -19.3% | -23.0% |
| 6M | +52.4% | +1.0% | +51.3% | +40.4% |
| YTD | +37.4% | +21.5% | +16.0% | -3.7% |
| 1Y | +56.0% | -2.1% | +58.1% | +44.2% |
| 3Y | +268.7% | +69.3% | +199.4% | +59.9% |
| 5Y | +101.2% | +99.3% | +1.9% | -21.3% |
| 10Y | +2,840.4% | +595.0% | +2,245.4% | +171.2% |
| All | +35,000.4% | +2,132.3% | +32,868.0% | +788.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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