-37.7%
SQQQ vs BAM
-1.2%
-36.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.2% | +3.5% | +3.9% |
| 7D | -11.0% | -2.7% | -8.3% | -12.7% |
| 30D | +17.9% | +15.5% | +2.4% | +31.7% |
| 3M | +19.5% | -6.9% | +26.3% | +12.2% |
| 6M | +4.2% | +9.9% | -5.7% | +15.0% |
| YTD | -35.6% | +1.4% | -37.0% | -29.8% |
| 1Y | -37.7% | +3.3% | -41.0% | -30.3% |
| All | -37.7% | -1.2% | -36.5% | -30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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