+696.9%
AVGO vs SQQQ
-94.7%
+791.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SQQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.6% | +2.9% | -0.9% |
| 7D | +1.1% | +1.8% | -0.7% | +2.0% |
| 30D | -13.0% | +4.2% | -17.1% | -11.0% |
| 3M | -6.0% | -3.3% | -2.7% | -4.0% |
| 6M | +6.4% | -43.6% | +50.0% | -11.3% |
| YTD | +5.0% | -41.9% | +46.9% | -9.9% |
| 1Y | +1.4% | -50.6% | +52.0% | -16.5% |
| 3Y | +336.8% | -89.3% | +426.1% | +161.1% |
| All | +696.9% | -94.7% | +791.6% | +401.5% |
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