+750.0%
WMT vs SQQQ
-100.0%
+850.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SQQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.6% | +3.9% | +1.0% |
| 7D | 0.0% | +1.8% | -1.8% | +0.2% |
| 30D | -7.4% | +4.2% | -11.6% | -6.9% |
| 3M | -10.9% | -3.3% | -7.6% | -10.8% |
| 6M | -12.7% | -43.6% | +31.0% | -17.7% |
| YTD | -3.2% | -41.9% | +38.7% | -8.2% |
| 1Y | +5.3% | -50.6% | +55.9% | -1.9% |
| 3Y | +101.9% | -89.3% | +191.2% | +63.6% |
| 5Y | +134.6% | -94.8% | +229.4% | +88.6% |
| 10Y | +440.4% | -100.0% | +540.3% | +156.8% |
| All | +750.0% | -100.0% | +850.0% | +168.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling