-94.7%
SQQQ vs PFE
-22.1%
-72.5%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.5% | +3.7% | +3.1% |
| 7D | +4.1% | -4.0% | +8.1% | +2.2% |
| 30D | +4.6% | +3.9% | +0.7% | +6.5% |
| 3M | -10.4% | +9.9% | -20.3% | -6.6% |
| 6M | -42.1% | +5.3% | -47.4% | -40.8% |
| YTD | -40.3% | +16.8% | -57.1% | -35.7% |
| 1Y | -50.2% | +20.4% | -70.6% | -45.1% |
| 3Y | -89.4% | -2.1% | -87.3% | -89.1% |
| 5Y | -94.7% | -21.0% | -73.7% | -95.3% |
| All | -94.7% | -22.1% | -72.5% | -95.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PFE.
Daily Out/Under-Performance
Portfolio return minus PFE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFE 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 PFE 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