+101.9%
WMT vs SQQQ
-89.4%
+191.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SQQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.6% | +3.9% | +1.2% |
| 7D | 0.0% | +1.8% | -1.8% | +0.1% |
| 30D | -7.4% | +4.2% | -11.6% | -7.1% |
| 3M | -10.9% | -3.3% | -7.6% | -10.7% |
| 6M | -12.7% | -43.6% | +31.0% | -16.5% |
| YTD | -3.2% | -41.9% | +38.7% | -7.0% |
| 1Y | +5.3% | -50.6% | +55.9% | -0.5% |
| 3Y | +101.9% | -89.3% | +191.2% | +66.4% |
| All | +101.9% | -89.4% | +191.3% | +66.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling