-95.7%
SQQQ vs MSFU
+73.2%
-168.9%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.1% | -3.7% | -1.7% |
| 7D | +1.8% | -1.8% | +3.6% | +0.4% |
| 30D | +4.2% | +0.5% | +3.7% | +5.1% |
| 3M | -3.3% | +51.9% | -55.1% | +40.2% |
| 6M | -43.6% | +35.0% | -78.6% | -23.9% |
| YTD | -41.9% | -9.0% | -32.8% | -47.3% |
| 1Y | -50.6% | -18.8% | -31.8% | -59.5% |
| 3Y | -89.3% | +25.5% | -114.8% | -75.5% |
| All | -95.7% | +73.2% | -168.9% | -79.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 10y: compounded portfolio wealth divided by compounded MSFU 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…
10y analysis · Full analysis span regression · 6 months rolling