+405.1%
META vs SQQQ
-100.0%
+505.1%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SQQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.3% | -4.7% | -0.1% |
| 7D | +5.5% | +4.1% | +1.4% | +7.2% |
| 30D | +7.6% | +4.6% | +2.9% | +9.8% |
| 3M | +13.0% | -10.4% | +23.4% | +10.3% |
| 6M | -1.3% | -42.1% | +40.8% | -17.2% |
| YTD | -2.2% | -40.3% | +38.1% | -16.0% |
| 1Y | -14.0% | -50.2% | +36.2% | -30.1% |
| 3Y | +118.2% | -89.4% | +207.6% | +17.5% |
| 5Y | +71.7% | -94.7% | +166.3% | +1.9% |
| All | +405.1% | -100.0% | +505.1% | -23.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling