-100.0%
SQQQ vs OVV
+57.3%
-157.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.6% | +3.8% | +3.1% |
| 7D | +4.1% | -2.9% | +7.0% | +3.0% |
| 30D | +4.6% | +0.9% | +3.7% | +4.9% |
| 3M | -10.4% | +11.0% | -21.5% | -7.3% |
| 6M | -42.1% | +22.3% | -64.4% | -38.0% |
| YTD | -40.3% | +65.1% | -105.4% | -28.0% |
| 1Y | -50.2% | +53.1% | -103.3% | -41.3% |
| 3Y | -89.4% | +46.7% | -136.1% | -86.1% |
| 5Y | -94.7% | +155.5% | -250.2% | -90.1% |
| All | -100.0% | +57.3% | -157.2% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 10y: compounded portfolio wealth divided by compounded OVV 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…
10y analysis · Full analysis span regression · 6 months rolling