+980.0%
SMCI vs SQQQ
-94.7%
+1,074.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SQQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -2.6% | +9.9% | +5.8% |
| 7D | +1.3% | +1.8% | -0.5% | +2.5% |
| 30D | +6.6% | +4.2% | +2.5% | +10.0% |
| 3M | +25.4% | -3.3% | +28.7% | +30.1% |
| 6M | +26.1% | -43.6% | +69.8% | +7.5% |
| YTD | +37.0% | -41.9% | +78.9% | +20.8% |
| 1Y | -8.8% | -50.6% | +41.9% | -23.2% |
| 3Y | +44.6% | -89.3% | +133.9% | -14.2% |
| All | +980.0% | -94.7% | +1,074.7% | +592.5% |
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