+48.5%
AMZN vs SQQQ
-94.7%
+143.2%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SQQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.6% | +4.5% | +0.9% |
| 7D | -0.7% | +1.8% | -2.5% | +0.1% |
| 30D | -3.9% | +4.2% | -8.1% | -2.2% |
| 3M | +6.3% | -3.3% | +9.6% | +7.0% |
| 6M | +20.8% | -43.6% | +64.4% | +0.2% |
| YTD | +11.2% | -41.9% | +53.1% | -5.5% |
| 1Y | +11.7% | -50.6% | +62.3% | -9.4% |
| 3Y | +79.4% | -89.3% | +168.7% | -4.0% |
| All | +48.5% | -94.7% | +143.2% | -17.6% |
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