-100.0%
SQQQ vs HD
+211.5%
-311.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.0% | -3.6% | -1.1% |
| 7D | +1.8% | -3.8% | +5.6% | -4.0% |
| 30D | +4.2% | -9.4% | +13.6% | -10.5% |
| 3M | -3.3% | -4.6% | +1.3% | -9.7% |
| 6M | -43.6% | -10.1% | -33.6% | -51.3% |
| YTD | -41.9% | -8.3% | -33.6% | -48.1% |
| 1Y | -50.6% | -25.0% | -25.6% | -68.6% |
| 3Y | -89.3% | +1.5% | -90.8% | -86.5% |
| 5Y | -94.8% | +5.6% | -100.4% | -89.8% |
| All | -100.0% | +211.5% | -311.4% | -99.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 10y: compounded portfolio wealth divided by compounded HD 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…
10y analysis · Full analysis span regression · 6 months rolling