-89.3%
SQQQ vs PSX
+133.1%
-222.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.4% | -3.0% | -2.4% |
| 7D | +1.8% | +1.7% | +0.1% | +2.6% |
| 30D | +4.2% | +15.6% | -11.5% | +11.2% |
| 3M | -3.3% | +46.5% | -49.7% | +15.2% |
| 6M | -43.6% | +55.0% | -98.7% | -30.9% |
| YTD | -41.9% | +105.3% | -147.2% | -13.5% |
| 1Y | -50.6% | +101.6% | -152.2% | -27.0% |
| 3Y | -89.3% | +134.1% | -223.4% | -77.2% |
| All | -89.3% | +133.1% | -222.4% | -77.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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