-88.0%
SQQQ vs BAM
+85.6%
-173.6%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.2% | +3.5% | +4.0% |
| 7D | -11.0% | -2.7% | -8.3% | -13.5% |
| 30D | +17.9% | +15.5% | +2.4% | +39.5% |
| 3M | +19.5% | -6.9% | +26.3% | +10.3% |
| 6M | +4.2% | +9.9% | -5.7% | +19.8% |
| YTD | -35.6% | +1.4% | -37.0% | -30.5% |
| 1Y | -37.7% | +3.3% | -41.0% | -30.5% |
| 3Y | -88.0% | +83.6% | -171.7% | -70.4% |
| All | -88.0% | +85.6% | -173.6% | -70.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling