-89.8%
SQQQ vs WM
+44.2%
-134.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.4% |
| 7D | -4.2% | -0.9% | -3.2% | -4.1% |
| 30D | +2.4% | -4.3% | +6.8% | +2.8% |
| 3M | -5.7% | +0.8% | -6.4% | -4.7% |
| 6M | -46.6% | -10.8% | -35.8% | -48.0% |
| YTD | -42.7% | -0.1% | -42.7% | -42.0% |
| 1Y | -52.6% | +1.0% | -53.6% | -52.3% |
| 3Y | -89.8% | +45.1% | -134.9% | -90.0% |
| All | -89.8% | +44.2% | -134.0% | -90.0% |
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