+7.0%
WMT vs SQQQ
-54.7%
+61.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SQQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.2% |
| 7D | +3.9% | -0.9% | +4.9% | +4.0% |
| 30D | -4.4% | -0.3% | -4.1% | -4.4% |
| 3M | -8.8% | +2.7% | -11.5% | -9.0% |
| 6M | -15.6% | -43.8% | +28.2% | -15.0% |
| YTD | -3.2% | -42.9% | +39.7% | -2.9% |
| 1Y | +7.0% | -53.5% | +60.6% | +7.4% |
| All | +7.0% | -54.7% | +61.7% | +7.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling