-89.3%
SQQQ vs USHY
+27.0%
-116.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | 0.0% | -2.6% | -2.4% |
| 7D | +1.8% | -0.7% | +2.5% | -3.7% |
| 30D | +4.2% | -0.7% | +4.8% | -1.2% |
| 3M | -3.3% | +0.1% | -3.3% | -1.2% |
| 6M | -43.6% | +1.8% | -45.4% | -31.8% |
| YTD | -41.9% | +1.8% | -43.7% | -29.0% |
| 1Y | -50.6% | +3.3% | -53.9% | -31.4% |
| 3Y | -89.3% | +27.0% | -116.3% | -42.5% |
| All | -89.3% | +27.0% | -116.3% | -42.5% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 USHY 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