+29,912.5%
AVGO vs SQQQ
-100.0%
+30,012.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SQQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.3% | -4.2% | +0.4% |
| 7D | +1.0% | +4.1% | -3.0% | +2.8% |
| 30D | -13.3% | +4.6% | -17.9% | -11.3% |
| 3M | -2.9% | -10.4% | +7.5% | -3.8% |
| 6M | +5.7% | -42.1% | +47.8% | -9.5% |
| YTD | +4.6% | -40.3% | +45.0% | -8.0% |
| 1Y | -1.6% | -50.2% | +48.5% | -17.3% |
| 3Y | +336.2% | -89.4% | +425.6% | +162.7% |
| 5Y | +695.6% | -94.7% | +790.3% | +402.3% |
| 10Y | +2,827.6% | -100.0% | +2,927.6% | +323.0% |
| All | +29,912.5% | -100.0% | +30,012.5% | +1,296.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling