+2,876.9%
TQQQ vs IOVA
+9.7%
+2,867.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +5.7% | -3.1% | +1.2% |
| 7D | -1.9% | -2.2% | +0.2% | -1.4% |
| 30D | -4.9% | +27.6% | -32.4% | -11.2% |
| 3M | -6.4% | +117.2% | -123.6% | -26.9% |
| 6M | +44.4% | +77.7% | -33.3% | +16.5% |
| YTD | +35.2% | +215.0% | -179.8% | -8.8% |
| 1Y | +49.5% | +255.4% | -205.9% | -5.5% |
| 3Y | +250.7% | +42.6% | +208.1% | +114.1% |
| 5Y | +104.7% | -62.2% | +166.9% | +62.9% |
| All | +2,876.9% | +9.7% | +2,867.2% | +1,737.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling