-97.3%
SQQQ vs AFRM
-21.4%
-75.9%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +5.1% | -7.7% | -0.6% |
| 7D | +1.8% | -1.3% | +3.1% | +1.4% |
| 30D | +4.2% | -2.7% | +6.8% | +3.7% |
| 3M | -3.3% | +7.4% | -10.7% | +2.0% |
| 6M | -43.6% | +40.7% | -84.3% | -31.4% |
| YTD | -41.9% | -4.0% | -37.9% | -38.1% |
| 1Y | -50.6% | -12.2% | -38.4% | -47.5% |
| 3Y | -89.3% | +203.1% | -292.4% | -74.0% |
| 5Y | -94.8% | -42.2% | -52.5% | -83.0% |
| All | -97.3% | -21.4% | -75.9% | -90.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 10y: compounded portfolio wealth divided by compounded AFRM 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…
10y analysis · Full analysis span regression · 6 months rolling