-50.2%
SQQQ vs IWD
+27.7%
-77.9%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.3% | +3.5% | +2.3% |
| 7D | +4.1% | -2.3% | +6.4% | -3.7% |
| 30D | +4.6% | -1.8% | +6.4% | -1.3% |
| 3M | -10.4% | +8.0% | -18.4% | +18.6% |
| 6M | -42.1% | +17.0% | -59.1% | +3.7% |
| YTD | -40.3% | +21.3% | -61.6% | +19.7% |
| 1Y | -50.2% | +27.9% | -78.1% | +17.0% |
| All | -50.2% | +27.7% | -77.9% | +17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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