+105.2%
TQQQ vs NVO
-4.3%
+109.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.1% | +4.7% | +3.5% |
| 7D | -1.9% | -7.6% | +5.7% | +1.5% |
| 30D | -4.9% | -6.0% | +1.1% | -2.4% |
| 3M | -6.4% | -0.8% | -5.6% | -8.2% |
| 6M | +44.4% | +16.5% | +27.9% | +30.7% |
| YTD | +35.2% | -11.1% | +46.3% | +36.2% |
| 1Y | +49.5% | -16.7% | +66.2% | +54.7% |
| 3Y | +250.7% | -52.9% | +303.6% | +356.1% |
| All | +105.2% | -4.3% | +109.4% | +23.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NVO.
Daily Out/Under-Performance
Portfolio return minus NVO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVO 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 NVO 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