-93.1%
SQQQ vs IWD
+72.9%
-166.1%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.2% | +3.5% | +4.5% |
| 7D | -11.0% | +2.3% | -13.3% | -3.1% |
| 30D | +17.9% | +3.6% | +14.4% | +35.7% |
| 3M | +19.5% | +2.2% | +17.3% | +31.3% |
| 6M | +4.2% | +13.0% | -8.8% | +67.8% |
| YTD | -35.6% | +26.5% | -62.1% | +60.7% |
| 1Y | -37.7% | +30.1% | -67.8% | +72.9% |
| 3Y | -88.0% | +84.9% | -172.9% | +56.6% |
| All | -93.1% | +72.9% | -166.1% | +16.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling