-100.0%
SQQQ vs BEN
+95.8%
-195.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.5% | +2.4% | -0.9% |
| 7D | -2.7% | +3.4% | -6.1% | +1.2% |
| 30D | +2.4% | +1.8% | +0.6% | +4.8% |
| 3M | -8.0% | +8.4% | -16.4% | +3.2% |
| 6M | -43.9% | +35.6% | -79.6% | -15.4% |
| YTD | -42.2% | +46.4% | -88.6% | -3.8% |
| 1Y | -51.8% | +46.3% | -98.1% | -18.5% |
| 3Y | -89.7% | +54.6% | -144.4% | -77.3% |
| 5Y | -94.7% | +39.4% | -134.1% | -84.1% |
| 10Y | -100.0% | +57.6% | -157.5% | -99.8% |
| All | -100.0% | +95.8% | -195.8% | -100.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling