-50.6%
SQQQ vs IOVA
+259.8%
-310.5%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +5.7% | -8.2% | -2.1% |
| 7D | +1.8% | -2.2% | +4.0% | +1.7% |
| 30D | +4.2% | +27.6% | -23.4% | +6.4% |
| 3M | -3.3% | +117.2% | -120.5% | +4.4% |
| 6M | -43.6% | +77.7% | -121.3% | -39.3% |
| YTD | -41.9% | +215.0% | -256.9% | -32.9% |
| 1Y | -50.6% | +255.4% | -306.0% | -44.8% |
| All | -50.6% | +259.8% | -310.5% | -44.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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