-100.0%
SQQQ vs HRB
+209.1%
-309.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.5% | -3.1% | -2.3% |
| 7D | +1.8% | -8.0% | +9.8% | -2.0% |
| 30D | +4.2% | -16.0% | +20.1% | -3.8% |
| 3M | -3.3% | +26.9% | -30.1% | +8.5% |
| 6M | -43.6% | +51.1% | -94.8% | -30.7% |
| YTD | -41.9% | +7.1% | -48.9% | -40.7% |
| 1Y | -50.6% | -9.6% | -41.0% | -54.6% |
| 3Y | -89.3% | +25.4% | -114.7% | -87.2% |
| 5Y | -94.8% | +114.9% | -209.7% | -90.3% |
| All | -100.0% | +209.1% | -309.1% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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