-94.8%
SQQQ vs RIO
+91.0%
-185.9%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.6% | -3.2% | -2.1% |
| 7D | +1.8% | -3.2% | +5.0% | -1.0% |
| 30D | +4.2% | +0.9% | +3.2% | +5.2% |
| 3M | -3.3% | -1.4% | -1.8% | -2.8% |
| 6M | -43.6% | +10.9% | -54.6% | -34.3% |
| YTD | -41.9% | +31.2% | -73.1% | -20.3% |
| 1Y | -50.6% | +67.9% | -118.5% | -14.2% |
| 3Y | -89.3% | +88.8% | -178.1% | -76.5% |
| All | -94.8% | +91.0% | -185.9% | -87.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 RIO 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