+327.2%
SMH vs SQQQ
-94.7%
+421.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SQQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.6% | +4.1% | +0.2% |
| 7D | +0.3% | +1.8% | -1.5% | +1.2% |
| 30D | -2.8% | +4.2% | -6.9% | -0.4% |
| 3M | -6.7% | -3.3% | -3.4% | -3.7% |
| 6M | +41.8% | -43.6% | +85.4% | +19.4% |
| YTD | +57.9% | -41.9% | +99.7% | +37.0% |
| 1Y | +87.6% | -50.6% | +138.3% | +55.6% |
| 3Y | +282.9% | -89.3% | +372.2% | +113.5% |
| All | +327.2% | -94.7% | +421.9% | +158.4% |
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 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