-8.8%
SMCI vs SQQQ
-50.9%
+42.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SQQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -2.6% | +9.9% | +5.1% |
| 7D | +1.3% | +1.8% | -0.5% | +3.1% |
| 30D | +6.6% | +4.2% | +2.5% | +11.6% |
| 3M | +25.4% | -3.3% | +28.7% | +30.5% |
| 6M | +26.1% | -43.6% | +69.8% | -3.2% |
| YTD | +37.0% | -41.9% | +78.9% | +8.7% |
| 1Y | -8.8% | -50.6% | +41.9% | -33.3% |
| All | -8.8% | -50.9% | +42.1% | -33.3% |
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