+2,876.9%
TQQQ vs MXL
+313.4%
+2,563.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +7.5% | -5.0% | -1.3% |
| 7D | -1.9% | +18.9% | -20.8% | -10.7% |
| 30D | -4.9% | +0.3% | -5.2% | -7.0% |
| 3M | -6.4% | -8.0% | +1.6% | -11.0% |
| 6M | +44.4% | +341.2% | -296.8% | -59.5% |
| YTD | +35.2% | +327.8% | -292.7% | -62.1% |
| 1Y | +49.5% | +364.9% | -315.4% | -61.3% |
| 3Y | +250.7% | +229.2% | +21.5% | -14.9% |
| 5Y | +104.7% | +42.8% | +61.9% | -6.3% |
| All | +2,876.9% | +313.4% | +2,563.5% | +458.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MXL.
Daily Out/Under-Performance
Portfolio return minus MXL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MXL 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 MXL 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