+250.7%
TQQQ vs IOVA
+43.8%
+206.9%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +5.7% | -3.1% | +1.8% |
| 7D | -1.9% | -2.2% | +0.2% | -1.6% |
| 30D | -4.9% | +27.6% | -32.4% | -8.3% |
| 3M | -6.4% | +117.2% | -123.6% | -17.9% |
| 6M | +44.4% | +77.7% | -33.3% | +29.2% |
| YTD | +35.2% | +215.0% | -179.8% | +9.6% |
| 1Y | +49.5% | +255.4% | -205.9% | +17.4% |
| 3Y | +250.7% | +42.6% | +208.1% | +160.8% |
| All | +250.7% | +43.8% | +206.9% | +160.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling