+2,876.9%
TQQQ vs MTB
+173.8%
+2,703.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.3% | +2.2% | +2.3% |
| 7D | -1.9% | 0.0% | -1.9% | -1.9% |
| 30D | -4.9% | -4.8% | -0.1% | -1.2% |
| 3M | -6.4% | +6.0% | -12.4% | -11.2% |
| 6M | +44.4% | +19.6% | +24.8% | +24.5% |
| YTD | +35.2% | +21.5% | +13.7% | +14.6% |
| 1Y | +49.5% | +24.7% | +24.8% | +23.8% |
| 3Y | +250.7% | +108.6% | +142.1% | +97.9% |
| 5Y | +104.7% | +106.7% | -2.0% | +18.6% |
| All | +2,876.9% | +173.8% | +2,703.1% | +1,505.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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