+21.2%
IWM vs SQQQ
-50.9%
+72.1%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SQQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.6% | +3.0% | -0.2% |
| 7D | -2.4% | +1.8% | -4.2% | -2.0% |
| 30D | -4.6% | +4.2% | -8.7% | -3.5% |
| 3M | -0.3% | -3.3% | +3.0% | +0.3% |
| 6M | +14.7% | -43.6% | +58.4% | +0.8% |
| YTD | +17.8% | -41.9% | +59.7% | +4.9% |
| 1Y | +21.2% | -50.6% | +71.9% | +3.7% |
| All | +21.2% | -50.9% | +72.1% | +3.7% |
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 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