-36.0%
SQQQ vs XBI
+47.5%
-83.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +2.7% | -5.4% | -0.4% |
| 7D | +14.6% | +1.0% | +13.5% | +15.9% |
| 30D | +28.9% | +1.9% | +27.0% | +32.2% |
| 3M | +13.1% | +4.8% | +8.4% | +20.4% |
| 6M | -15.2% | +19.3% | -34.5% | +6.1% |
| YTD | -37.0% | +30.6% | -67.6% | -10.7% |
| 1Y | -36.0% | +47.9% | -83.8% | +4.4% |
| All | -36.0% | +47.5% | -83.4% | +4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XBI.
Daily Out/Under-Performance
Portfolio return minus XBI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XBI 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 1y: compounded portfolio wealth divided by compounded XBI 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…
1y analysis · Full analysis span regression · 6 months rolling