+96.2%
SMH vs SQQQ
-54.7%
+150.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SQQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.4% | +3.0% | +2.4% |
| 7D | +2.5% | -0.9% | +3.4% | +2.0% |
| 30D | -0.5% | -0.3% | -0.2% | 0.0% |
| 3M | -9.6% | +2.7% | -12.4% | -1.2% |
| 6M | +42.1% | -43.8% | +85.9% | +15.2% |
| YTD | +57.4% | -42.9% | +100.4% | +30.9% |
| 1Y | +96.2% | -53.5% | +149.8% | +51.6% |
| All | +96.2% | -54.7% | +150.9% | +51.6% |
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