+1,263.7%
MU vs SQQQ
-94.5%
+1,358.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SQQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +3.3% | -8.2% | -3.2% |
| 7D | +2.0% | +4.1% | -2.1% | +4.3% |
| 30D | +12.5% | +4.6% | +7.9% | +16.1% |
| 3M | +9.6% | -10.4% | +20.0% | +12.0% |
| 6M | +142.6% | -42.1% | +184.7% | +113.9% |
| YTD | +242.7% | -40.3% | +283.0% | +213.3% |
| 1Y | +599.3% | -50.2% | +649.5% | +512.9% |
| 3Y | +1,308.3% | -89.4% | +1,397.7% | +759.7% |
| 5Y | +1,263.7% | -94.7% | +1,358.4% | +794.8% |
| All | +1,263.7% | -94.5% | +1,358.2% | +794.8% |
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