-94.8%
SQQQ vs HRB
+114.1%
-208.9%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.5% | -3.1% | -2.4% |
| 7D | +1.8% | -8.0% | +9.8% | -0.7% |
| 30D | +4.2% | -16.0% | +20.1% | -1.1% |
| 3M | -3.3% | +26.9% | -30.1% | +5.2% |
| 6M | -43.6% | +51.1% | -94.8% | -34.0% |
| YTD | -41.9% | +7.1% | -48.9% | -42.6% |
| 1Y | -50.6% | -9.6% | -41.0% | -55.9% |
| 3Y | -89.3% | +25.4% | -114.7% | -87.1% |
| All | -94.8% | +114.1% | -208.9% | -90.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling