+1,278.0%
AAPL vs SQQQ
-100.0%
+1,378.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SQQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.6% | +4.3% | +0.9% |
| 7D | +3.8% | +1.8% | +2.0% | +4.5% |
| 30D | +9.9% | +4.2% | +5.8% | +11.5% |
| 3M | +12.5% | -3.3% | +15.8% | +12.4% |
| 6M | +27.6% | -43.6% | +71.3% | +7.6% |
| YTD | +22.6% | -41.9% | +64.4% | +5.3% |
| 1Y | +45.0% | -50.6% | +95.6% | +19.1% |
| 3Y | +87.8% | -89.3% | +177.1% | +5.8% |
| 5Y | +128.7% | -94.8% | +223.5% | +32.7% |
| All | +1,278.0% | -100.0% | +1,378.0% | +117.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling