-89.3%
SQQQ vs XBI
+99.0%
-188.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.4% | -2.2% | -3.0% |
| 7D | +1.8% | -4.6% | +6.5% | -3.2% |
| 30D | +4.2% | -2.0% | +6.2% | +2.1% |
| 3M | -3.3% | +17.8% | -21.1% | +17.8% |
| 6M | -43.6% | +23.7% | -67.4% | -24.7% |
| YTD | -41.9% | +28.2% | -70.1% | -18.4% |
| 1Y | -50.6% | +64.0% | -114.6% | -6.7% |
| 3Y | -89.3% | +99.4% | -188.7% | -67.3% |
| All | -89.3% | +99.0% | -188.3% | -67.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling