-89.3%
SQQQ vs AEIS
+173.7%
-263.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +4.9% | -7.5% | +1.5% |
| 7D | +1.8% | +2.3% | -0.5% | +4.0% |
| 30D | +4.2% | -14.8% | +19.0% | -7.8% |
| 3M | -3.3% | -15.6% | +12.3% | -7.9% |
| 6M | -43.6% | -8.7% | -34.9% | -38.4% |
| YTD | -41.9% | +37.3% | -79.2% | -3.0% |
| 1Y | -50.6% | +80.3% | -131.0% | +15.5% |
| 3Y | -89.3% | +177.9% | -267.2% | -39.9% |
| All | -89.3% | +173.7% | -263.0% | -39.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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