+226.8%
SOXX vs SQQQ
-89.4%
+316.2%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SQQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.6% | +4.4% | +0.4% |
| 7D | +1.4% | +1.8% | -0.4% | +2.5% |
| 30D | -3.6% | +4.2% | -7.7% | -0.7% |
| 3M | -10.2% | -3.3% | -6.9% | -6.3% |
| 6M | +54.2% | -43.6% | +97.9% | +27.6% |
| YTD | +75.2% | -41.9% | +117.1% | +50.1% |
| 1Y | +107.5% | -50.6% | +158.1% | +68.8% |
| 3Y | +226.8% | -89.3% | +316.1% | +69.1% |
| All | +226.8% | -89.4% | +316.2% | +69.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling