-89.4%
SQQQ vs IWD
+69.9%
-159.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.4% | -1.0% |
| 7D | -2.7% | -1.2% | -1.5% | -6.3% |
| 30D | +2.4% | -1.6% | +4.1% | -2.9% |
| 3M | -8.0% | +7.0% | -15.0% | +16.5% |
| 6M | -43.9% | +17.0% | -60.9% | -2.0% |
| YTD | -42.2% | +21.6% | -63.9% | +15.5% |
| 1Y | -51.8% | +28.0% | -79.8% | +15.7% |
| All | -89.4% | +69.9% | -159.2% | -26.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling