-94.7%
SQQQ vs DRI
+63.5%
-158.1%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.9% | +4.2% | +2.4% |
| 7D | +4.1% | -4.8% | +8.9% | -0.8% |
| 30D | +4.6% | -5.2% | +9.8% | -0.7% |
| 3M | -10.4% | +2.7% | -13.1% | -8.4% |
| 6M | -42.1% | +3.6% | -45.7% | -40.0% |
| YTD | -40.3% | +15.4% | -55.8% | -30.1% |
| 1Y | -50.2% | +1.3% | -51.4% | -50.3% |
| 3Y | -89.4% | +53.1% | -142.5% | -79.8% |
| 5Y | -94.7% | +64.6% | -159.2% | -82.8% |
| All | -94.7% | +63.5% | -158.1% | -82.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 5y: compounded portfolio wealth divided by compounded DRI 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…
5y analysis · Full analysis span regression · 6 months rolling