+45.0%
AAPL vs SQQQ
-50.9%
+95.8%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SQQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.6% | +4.3% | +1.5% |
| 7D | +3.8% | +1.8% | +2.0% | +4.0% |
| 30D | +9.9% | +4.2% | +5.8% | +10.4% |
| 3M | +12.5% | -3.3% | +15.8% | +12.8% |
| 6M | +27.6% | -43.6% | +71.3% | +16.0% |
| YTD | +22.6% | -41.9% | +64.4% | +12.6% |
| 1Y | +45.0% | -50.6% | +95.6% | +28.8% |
| All | +45.0% | -50.9% | +95.8% | +28.8% |
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