-100.0%
SQQQ vs SONY
+294.9%
-394.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.3% | +2.9% | +3.6% |
| 7D | +4.1% | -5.8% | +9.8% | -1.8% |
| 30D | +4.6% | -0.4% | +5.0% | +4.2% |
| 3M | -10.4% | +13.3% | -23.7% | +0.3% |
| 6M | -42.1% | +8.5% | -50.6% | -36.5% |
| YTD | -40.3% | -8.1% | -32.2% | -44.3% |
| 1Y | -50.2% | -17.9% | -32.3% | -57.7% |
| 3Y | -89.4% | +41.4% | -130.8% | -81.5% |
| 5Y | -94.7% | +9.3% | -103.9% | -90.2% |
| 10Y | -100.0% | +283.0% | -383.0% | -99.7% |
| All | -100.0% | +294.9% | -394.9% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 all: compounded portfolio wealth divided by compounded SONY 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…
all analysis · Full analysis span regression · 6 months rolling