+167.6%
AMAT vs SQQQ
-93.6%
+261.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SQQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -6.9% | +13.0% | +2.5% |
| 7D | +7.0% | -2.4% | +9.4% | +8.6% |
| 30D | -20.6% | +20.6% | -41.2% | -8.5% |
| 3M | -24.8% | +7.8% | -32.6% | -17.1% |
| 6M | -10.7% | -1.0% | -9.7% | +2.0% |
| YTD | +54.3% | -38.5% | +92.8% | +47.1% |
| 1Y | +73.7% | -36.6% | +110.3% | +70.3% |
| 3Y | +168.4% | -88.5% | +256.9% | +59.0% |
| 5Y | +167.6% | -93.7% | +261.2% | +85.9% |
| All | +167.6% | -93.6% | +261.1% | +85.9% |
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