+2,802.7%
TQQQ vs OVV
+57.3%
+2,745.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.7% | -3.1% |
| 7D | -3.9% | -2.9% | -1.0% | -2.9% |
| 30D | -5.3% | +0.9% | -6.1% | -5.7% |
| 3M | +0.1% | +11.0% | -10.9% | -5.0% |
| 6M | +40.7% | +22.3% | +18.4% | +26.8% |
| YTD | +31.8% | +65.1% | -33.3% | +5.2% |
| 1Y | +48.2% | +53.1% | -4.9% | +20.8% |
| 3Y | +253.6% | +46.7% | +206.9% | +190.5% |
| 5Y | +99.6% | +155.5% | -55.9% | +31.9% |
| All | +2,802.7% | +57.3% | +2,745.4% | +1,415.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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