+33.9%
AAPL vs SQQQ
-54.7%
+88.6%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SQQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.1% | -2.6% |
| 7D | +0.1% | -0.9% | +1.0% | 0.0% |
| 30D | +3.0% | -0.3% | +3.3% | +3.0% |
| 3M | +2.9% | +2.7% | +0.2% | +4.9% |
| 6M | +22.1% | -43.8% | +65.9% | +11.1% |
| YTD | +18.0% | -42.9% | +60.9% | +8.2% |
| 1Y | +33.9% | -53.5% | +87.5% | +15.3% |
| All | +33.9% | -54.7% | +88.6% | +15.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SQQQ.
Daily Out/Under-Performance
Portfolio return minus SQQQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SQQQ 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 1y: compounded portfolio wealth divided by compounded SQQQ 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…
1y analysis · Full analysis span regression · 6 months rolling