+34,703.6%
TQQQ vs MTB
+427.5%
+34,276.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.7% | -0.7% |
| 7D | +2.8% | +1.1% | +1.7% | +1.8% |
| 30D | -3.0% | -4.6% | +1.6% | +1.2% |
| 3M | -2.7% | +6.3% | -9.0% | -8.8% |
| 6M | +45.4% | +15.6% | +29.8% | +25.7% |
| YTD | +36.3% | +20.6% | +15.7% | +12.5% |
| 1Y | +53.4% | +22.5% | +30.9% | +24.2% |
| 3Y | +265.6% | +114.4% | +151.1% | +75.2% |
| 5Y | +101.7% | +101.9% | -0.2% | +0.5% |
| 10Y | +3,054.7% | +170.4% | +2,884.3% | +804.9% |
| All | +34,703.6% | +427.5% | +34,276.1% | +5,086.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling