-42.1%
SQQQ vs IVZ
+35.4%
-77.5%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.5% | +3.8% | +2.7% |
| 7D | +4.1% | -2.4% | +6.5% | +1.5% |
| 30D | +4.6% | +2.5% | +2.1% | +8.0% |
| 3M | -10.4% | +17.1% | -27.5% | +9.0% |
| 6M | -42.1% | +35.1% | -77.3% | -15.7% |
| All | -42.1% | +35.4% | -77.5% | -15.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 6mo: compounded portfolio wealth divided by compounded IVZ 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…
6mo analysis · Full analysis span regression · 6 months rolling