+113.9%
SOXX vs SQQQ
-54.7%
+168.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SQQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.4% | +3.9% | +3.2% |
| 7D | +2.2% | -0.9% | +3.1% | +1.7% |
| 30D | -2.0% | -0.3% | -1.8% | -1.6% |
| 3M | -13.7% | +2.7% | -16.4% | -4.2% |
| 6M | +52.4% | -43.8% | +96.2% | +23.2% |
| YTD | +72.8% | -42.9% | +115.7% | +43.6% |
| 1Y | +113.9% | -53.5% | +167.4% | +67.9% |
| All | +113.9% | -54.7% | +168.6% | +67.9% |
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