+99.6%
TQQQ vs IOVA
-66.4%
+166.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.4% | +0.2% | -2.6% |
| 7D | -3.9% | -6.4% | +2.5% | -2.7% |
| 30D | -5.3% | +25.4% | -30.7% | -9.8% |
| 3M | +0.1% | +115.3% | -115.2% | -16.9% |
| 6M | +40.7% | +56.5% | -15.9% | +22.7% |
| YTD | +31.8% | +198.2% | -166.4% | -1.3% |
| 1Y | +48.2% | +242.0% | -193.8% | +5.3% |
| 3Y | +253.6% | +36.8% | +216.8% | +144.4% |
| 5Y | +99.6% | -64.3% | +163.8% | +70.6% |
| All | +99.6% | -66.4% | +166.0% | +70.6% |
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