-94.8%
SQQQ vs WMB
+270.3%
-365.1%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.8% | -3.3% | -2.0% |
| 7D | +1.8% | -1.0% | +2.8% | +1.1% |
| 30D | +4.2% | -0.4% | +4.6% | +3.8% |
| 3M | -3.3% | +3.2% | -6.5% | -0.4% |
| 6M | -43.6% | +0.1% | -43.7% | -43.7% |
| YTD | -41.9% | +23.9% | -65.7% | -28.9% |
| 1Y | -50.6% | +27.6% | -78.2% | -37.5% |
| 3Y | -89.3% | +141.9% | -231.2% | -71.8% |
| All | -94.8% | +270.3% | -365.1% | -81.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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