+262.0%
AMAT vs SQQQ
-94.6%
+356.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SQQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | -0.4% |
| 7D | +6.9% | -2.7% | +9.6% | +5.5% |
| 30D | -10.1% | +2.4% | -12.5% | -8.7% |
| 3M | -6.0% | -8.0% | +2.0% | -3.6% |
| 6M | +38.6% | -43.9% | +82.6% | +16.9% |
| YTD | +83.1% | -42.2% | +125.3% | +60.1% |
| 1Y | +188.3% | -51.8% | +240.1% | +138.7% |
| 3Y | +225.3% | -89.7% | +315.1% | +75.0% |
| 5Y | +262.0% | -94.7% | +356.7% | +121.8% |
| All | +262.0% | -94.6% | +356.6% | +121.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling