-53.5%
SQQQ vs TROW
+0.2%
-53.7%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | -1.3% |
| 7D | -0.9% | -1.3% | +0.4% | -2.0% |
| 30D | -0.3% | -4.5% | +4.2% | -4.2% |
| 3M | +2.7% | +3.9% | -1.1% | +9.0% |
| 6M | -43.8% | +22.6% | -66.4% | -28.6% |
| YTD | -42.9% | +10.1% | -53.0% | -32.4% |
| 1Y | -53.5% | +3.6% | -57.1% | -46.5% |
| All | -53.5% | +0.2% | -53.7% | -46.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 1y: compounded portfolio wealth divided by compounded TROW 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…
1y analysis · Full analysis span regression · 6 months rolling