-89.4%
SQQQ vs BAM
+50.2%
-139.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.4% | +3.2% | -1.9% |
| 7D | -2.7% | -3.9% | +1.2% | -7.1% |
| 30D | +2.4% | -8.8% | +11.2% | -7.8% |
| 3M | -8.0% | +2.2% | -10.2% | -3.5% |
| 6M | -43.9% | +5.9% | -49.9% | -36.8% |
| YTD | -42.2% | -6.1% | -36.1% | -43.1% |
| 1Y | -51.8% | -11.6% | -40.2% | -54.8% |
| All | -89.4% | +50.2% | -139.6% | -75.9% |
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