-50.6%
SQQQ vs IQV
+41.8%
-92.4%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.7% | -4.3% | -2.3% |
| 7D | +1.8% | -2.2% | +4.0% | +1.4% |
| 30D | +4.2% | +8.3% | -4.1% | +5.7% |
| 3M | -3.3% | +44.6% | -47.9% | +6.0% |
| 6M | -43.6% | +52.6% | -96.2% | -35.9% |
| YTD | -41.9% | +16.1% | -58.0% | -41.8% |
| 1Y | -50.6% | +37.3% | -87.9% | -46.8% |
| All | -50.6% | +41.8% | -92.4% | -46.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 1y: compounded portfolio wealth divided by compounded IQV 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…
1y analysis · Full analysis span regression · 6 months rolling