-94.7%
SQQQ vs HST
+75.9%
-170.6%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +0.7% |
| 7D | -2.7% | -0.3% | -2.4% | -3.1% |
| 30D | +2.4% | -2.8% | +5.2% | -1.0% |
| 3M | -8.0% | -6.5% | -1.5% | -14.7% |
| 6M | -43.9% | +20.7% | -64.7% | -27.0% |
| YTD | -42.2% | +30.5% | -72.7% | -16.4% |
| 1Y | -51.8% | +36.8% | -88.6% | -25.8% |
| 3Y | -89.7% | +65.9% | -155.6% | -73.6% |
| 5Y | -94.7% | +73.9% | -168.6% | -81.0% |
| All | -94.7% | +75.9% | -170.6% | -81.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HST.
Daily Out/Under-Performance
Portfolio return minus HST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HST 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 HST 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