-0.8%
MSFT vs SQQQ
-54.7%
+53.9%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SQQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.6% | -2.1% |
| 7D | -2.7% | -0.9% | -1.8% | -2.8% |
| 30D | +2.7% | -0.3% | +3.0% | +2.7% |
| 3M | +17.0% | +2.7% | +14.2% | +18.4% |
| 6M | +23.8% | -43.8% | +67.7% | +9.4% |
| YTD | +4.0% | -42.9% | +46.9% | -7.0% |
| 1Y | -0.8% | -53.5% | +52.7% | -15.6% |
| All | -0.8% | -54.7% | +53.9% | -15.6% |
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