+35,102.5%
TQQQ vs MSTR
+1,607.7%
+33,494.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.4% | +1.9% | +1.1% |
| 7D | +0.7% | +12.2% | -11.4% | -4.9% |
| 30D | -0.6% | +45.2% | -45.8% | -17.4% |
| 3M | -14.9% | +10.4% | -25.3% | -20.9% |
| 6M | +44.6% | -2.5% | +47.0% | +39.8% |
| YTD | +37.8% | -6.0% | +43.8% | +30.3% |
| 1Y | +59.2% | -56.4% | +115.6% | +108.2% |
| 3Y | +254.1% | +306.3% | -52.2% | +6.2% |
| 5Y | +100.6% | +100.5% | +0.1% | -29.1% |
| 10Y | +2,857.5% | +741.1% | +2,116.5% | +144.2% |
| All | +35,102.5% | +1,607.7% | +33,494.8% | +1,253.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling