+101.7%
TQQQ vs OVV
+162.0%
-60.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.3% | -1.0% |
| 7D | +2.8% | -3.8% | +6.6% | +4.6% |
| 30D | -3.0% | +1.3% | -4.3% | -3.8% |
| 3M | -2.7% | +14.3% | -17.1% | -10.3% |
| 6M | +45.4% | +21.1% | +24.3% | +27.5% |
| YTD | +36.3% | +66.0% | -29.8% | +0.2% |
| 1Y | +53.4% | +59.3% | -5.9% | +13.9% |
| 3Y | +265.6% | +47.6% | +218.0% | +173.6% |
| 5Y | +101.7% | +162.0% | -60.3% | +17.9% |
| All | +101.7% | +162.0% | -60.3% | +17.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling