+3,054.7%
TQQQ vs MTSI
+571.2%
+2,483.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +4.1% | -5.0% | -3.8% |
| 7D | +2.8% | +11.1% | -8.3% | -5.0% |
| 30D | -3.0% | -3.7% | +0.6% | -1.6% |
| 3M | -2.7% | -20.2% | +17.5% | +12.5% |
| 6M | +45.4% | +30.8% | +14.6% | +14.8% |
| YTD | +36.3% | +67.0% | -30.8% | -12.8% |
| 1Y | +53.4% | +120.4% | -67.0% | -21.3% |
| 3Y | +265.6% | +260.4% | +5.2% | +36.6% |
| 5Y | +101.7% | +356.3% | -254.6% | -29.1% |
| 10Y | +3,054.7% | +581.1% | +2,473.6% | +577.5% |
| All | +3,054.7% | +571.2% | +2,483.5% | +577.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MTSI.
Daily Out/Under-Performance
Portfolio return minus MTSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTSI 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 MTSI 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