-94.7%
SQQQ vs IOVA
-66.4%
-28.2%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -3.4% | +6.7% | +2.6% |
| 7D | +4.1% | -6.4% | +10.5% | +2.8% |
| 30D | +4.6% | +25.4% | -20.8% | +9.7% |
| 3M | -10.4% | +115.3% | -125.8% | +6.4% |
| 6M | -42.1% | +56.5% | -98.6% | -34.0% |
| YTD | -40.3% | +198.2% | -238.5% | -20.5% |
| 1Y | -50.2% | +242.0% | -292.2% | -30.4% |
| 3Y | -89.4% | +36.8% | -126.2% | -84.2% |
| 5Y | -94.7% | -64.3% | -30.4% | -92.2% |
| All | -94.7% | -66.4% | -28.2% | -92.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling