-37.6%
SMCI vs SQQQ
-34.8%
-2.8%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SQQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -2.8% | -2.9% | -8.1% |
| 7D | -17.3% | +14.6% | -31.9% | -6.4% |
| 30D | -31.5% | +28.9% | -60.3% | -12.1% |
| 3M | -6.6% | +13.1% | -19.7% | +10.4% |
| 6M | +6.0% | -15.2% | +21.2% | +11.9% |
| YTD | +1.1% | -37.0% | +38.1% | -10.8% |
| 1Y | -37.6% | -36.0% | -1.6% | -43.4% |
| All | -37.6% | -34.8% | -2.8% | -43.4% |
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