-89.4%
SQQQ vs IVV
+77.0%
-166.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | -0.7% |
| 7D | -2.7% | -0.4% | -2.3% | -4.0% |
| 30D | +2.4% | -1.4% | +3.8% | -2.4% |
| 3M | -8.0% | +3.7% | -11.7% | +11.9% |
| 6M | -43.9% | +13.0% | -57.0% | -0.5% |
| YTD | -42.2% | +12.4% | -54.7% | +2.8% |
| 1Y | -51.8% | +18.6% | -70.4% | +9.2% |
| All | -89.4% | +77.0% | -166.3% | +68.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IVV.
Daily Out/Under-Performance
Portfolio return minus IVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVV 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 3y: compounded portfolio wealth divided by compounded IVV 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…
3y analysis · Full analysis span regression · 6 months rolling