-2.7%
SMCI vs SQQQ
-54.7%
+51.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SQQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.4% | +5.0% | +4.2% |
| 7D | +6.8% | -0.9% | +7.7% | +6.1% |
| 30D | +30.6% | -0.3% | +30.9% | +32.0% |
| 3M | -15.6% | +2.7% | -18.3% | -3.5% |
| 6M | +21.3% | -43.8% | +65.1% | -7.5% |
| YTD | +35.3% | -42.9% | +78.2% | +5.5% |
| 1Y | -2.7% | -53.5% | +50.8% | -28.9% |
| All | -2.7% | -54.7% | +51.9% | -28.9% |
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