-94.7%
SQQQ vs IVV
+81.6%
-176.3%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | -0.7% |
| 7D | -2.7% | -0.4% | -2.3% | -3.9% |
| 30D | +2.4% | -1.4% | +3.8% | -2.4% |
| 3M | -8.0% | +3.7% | -11.7% | +11.8% |
| 6M | -43.9% | +13.0% | -57.0% | -0.3% |
| YTD | -42.2% | +12.4% | -54.7% | +3.0% |
| 1Y | -51.8% | +18.6% | -70.4% | +9.6% |
| 3Y | -89.7% | +78.1% | -167.8% | +72.8% |
| 5Y | -94.7% | +82.3% | -177.0% | +89.7% |
| All | -94.7% | +81.6% | -176.3% | +89.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling