-89.3%
SQQQ vs BEN
+51.0%
-140.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | 0.0% | -2.6% | -2.6% |
| 7D | +1.8% | -3.1% | +4.9% | -1.0% |
| 30D | +4.2% | +0.2% | +4.0% | +4.6% |
| 3M | -3.3% | +6.8% | -10.1% | +4.2% |
| 6M | -43.6% | +38.1% | -81.8% | -21.0% |
| YTD | -41.9% | +44.3% | -86.2% | -14.4% |
| 1Y | -50.6% | +42.6% | -93.2% | -27.1% |
| 3Y | -89.3% | +52.3% | -141.6% | -78.9% |
| All | -89.3% | +51.0% | -140.3% | -78.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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