-94.7%
SQQQ vs ROIV
+310.6%
-405.3%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -2.1% | +5.3% | +2.6% |
| 7D | +4.1% | +19.0% | -14.9% | +10.0% |
| 30D | +4.6% | +16.1% | -11.5% | +9.9% |
| 3M | -10.4% | +44.1% | -54.5% | +1.2% |
| 6M | -42.1% | +37.8% | -80.0% | -34.6% |
| YTD | -40.3% | +88.7% | -129.0% | -25.2% |
| 1Y | -50.2% | +197.3% | -247.5% | -28.3% |
| 3Y | -89.4% | +224.9% | -314.3% | -83.0% |
| 5Y | -94.7% | +311.0% | -405.7% | -86.7% |
| All | -94.7% | +310.6% | -405.3% | -86.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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