+23,083.4%
TQQQ vs IOVA
-91.7%
+23,175.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | -0.2% |
| 7D | +4.4% | +5.1% | -0.7% | +4.0% |
| 30D | -3.1% | +37.2% | -40.3% | -5.3% |
| 3M | -5.2% | +117.5% | -122.7% | -10.9% |
| 6M | +52.4% | +69.6% | -17.2% | +45.0% |
| YTD | +37.4% | +218.7% | -181.3% | +24.8% |
| 1Y | +56.0% | +265.5% | -209.6% | +39.5% |
| 3Y | +268.7% | +46.2% | +222.5% | +233.9% |
| 5Y | +101.2% | -63.2% | +164.5% | +92.0% |
| 10Y | +2,840.4% | +6.1% | +2,834.3% | +2,612.2% |
| All | +23,083.4% | -91.7% | +23,175.1% | +19,760.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling