+30.0%
SOXX vs SQQQ
-23.9%
+53.9%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SQQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.1% | +19.2% | -31.4% | +1.0% |
| 7D | -23.0% | +31.0% | -54.0% | -4.7% |
| 30D | -32.9% | +55.7% | -88.5% | -5.0% |
| 3M | -25.4% | +31.2% | -56.6% | -4.5% |
| 6M | -17.9% | +5.1% | -23.0% | +1.0% |
| YTD | +31.6% | -24.9% | +56.5% | +39.6% |
| 1Y | +30.0% | -22.1% | +52.0% | +43.6% |
| All | +30.0% | -23.9% | +53.9% | +43.6% |
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