+74.5%
META vs SQQQ
-94.6%
+169.1%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SQQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.9% | +5.7% | +6.9% |
| 7D | +10.3% | -2.7% | +13.0% | +9.0% |
| 30D | +9.9% | +2.4% | +7.5% | +11.3% |
| 3M | +11.9% | -8.0% | +19.9% | +10.4% |
| 6M | +1.2% | -43.9% | +45.1% | -17.9% |
| YTD | -0.8% | -42.2% | +41.4% | -17.4% |
| 1Y | -14.3% | -51.8% | +37.4% | -33.0% |
| 3Y | +121.4% | -89.7% | +211.1% | +7.3% |
| 5Y | +74.5% | -94.7% | +169.2% | -4.5% |
| All | +74.5% | -94.6% | +169.1% | -4.5% |
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