-88.5%
SQQQ vs WM
+48.8%
-137.3%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.6% | -0.7% | +0.6% |
| 7D | -17.4% | +1.2% | -18.6% | -17.6% |
| 30D | +20.4% | +15.2% | +5.2% | +17.9% |
| 3M | +11.2% | +8.3% | +2.9% | +9.6% |
| 6M | -2.6% | +13.1% | -15.8% | -3.4% |
| YTD | -37.9% | +12.5% | -50.5% | -38.2% |
| 1Y | -36.2% | +21.8% | -58.0% | -34.2% |
| All | -88.5% | +48.8% | -137.3% | -87.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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