+18.9%
IWM vs SQQQ
-34.8%
+53.7%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SQQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.8% | +4.3% | +0.9% |
| 7D | +1.0% | +14.6% | -13.6% | +4.2% |
| 30D | +0.2% | +28.9% | -28.6% | +6.5% |
| 3M | -5.6% | +13.1% | -18.7% | -2.2% |
| 6M | +2.7% | -15.2% | +17.9% | +0.6% |
| YTD | +16.2% | -37.0% | +53.1% | +5.6% |
| 1Y | +18.9% | -36.0% | +54.9% | +9.5% |
| All | +18.9% | -34.8% | +53.7% | +9.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling