+916.1%
WDC vs SQQQ
-94.7%
+1,010.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SQQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.6% | -0.4% | -4.1% |
| 7D | -4.3% | +1.8% | -6.1% | -3.5% |
| 30D | -1.5% | +4.2% | -5.6% | +0.8% |
| 3M | -15.5% | -3.3% | -12.2% | -11.8% |
| 6M | +66.5% | -43.6% | +110.1% | +46.4% |
| YTD | +159.9% | -41.9% | +201.7% | +136.0% |
| 1Y | +366.0% | -50.6% | +416.6% | +309.8% |
| 3Y | +1,285.8% | -89.3% | +1,375.1% | +777.9% |
| All | +916.1% | -94.7% | +1,010.8% | +522.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SQQQ.
Daily Out/Under-Performance
Portfolio return minus SQQQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SQQQ 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 SQQQ 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