-94.7%
SQQQ vs U
-68.9%
-25.8%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.1% | +4.4% | +2.7% |
| 7D | +4.1% | 0.0% | +4.1% | +4.1% |
| 30D | +4.6% | -4.1% | +8.7% | +2.6% |
| 3M | -10.4% | +57.8% | -68.2% | +15.4% |
| 6M | -42.1% | +103.5% | -145.6% | -12.7% |
| YTD | -40.3% | -4.8% | -35.6% | -36.1% |
| 1Y | -50.2% | -2.4% | -47.8% | -43.5% |
| 3Y | -89.4% | +11.7% | -101.1% | -82.3% |
| 5Y | -94.7% | -68.9% | -25.8% | -91.0% |
| All | -94.7% | -68.9% | -25.8% | -91.0% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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