-36.0%
SQQQ vs AU
+42.5%
-78.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +8.0% | -10.8% | +0.7% |
| 7D | +14.6% | +0.8% | +13.8% | +15.5% |
| 30D | +28.9% | -7.0% | +35.8% | +26.2% |
| 3M | +13.1% | +8.5% | +4.6% | +20.4% |
| 6M | -15.2% | -1.3% | -14.0% | -10.0% |
| YTD | -37.0% | +6.8% | -43.7% | -27.3% |
| 1Y | -36.0% | +44.6% | -80.6% | -12.2% |
| All | -36.0% | +42.5% | -78.5% | -12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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