+12.9%
TQQQ vs MSTR
-44.1%
+57.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +5.1% | -2.3% | +1.0% |
| 7D | -14.0% | -1.8% | -12.2% | -13.3% |
| 30D | -25.1% | -13.3% | -11.8% | -21.5% |
| 3M | -16.7% | +46.0% | -62.6% | -27.8% |
| 6M | -3.7% | -22.4% | +18.7% | +2.4% |
| YTD | +18.8% | -6.2% | +24.9% | +14.1% |
| 1Y | +12.9% | -42.3% | +55.2% | +26.9% |
| All | +12.9% | -44.1% | +57.0% | +26.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTR.
Daily Out/Under-Performance
Portfolio return minus MSTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTR 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 1y: compounded portfolio wealth divided by compounded MSTR 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…
1y analysis · Full analysis span regression · 6 months rolling