+59.2%
TQQQ vs ROIV
+177.7%
-118.5%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.5% | -1.0% | -0.1% |
| 7D | +0.7% | +0.6% | +0.1% | +0.5% |
| 30D | -0.6% | +1.0% | -1.6% | -1.2% |
| 3M | -14.9% | +18.3% | -33.2% | -19.6% |
| 6M | +44.6% | +18.3% | +26.2% | +35.3% |
| YTD | +37.8% | +61.0% | -23.2% | +20.3% |
| 1Y | +59.2% | +177.9% | -118.7% | +40.6% |
| All | +59.2% | +177.7% | -118.5% | +40.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 1y: compounded portfolio wealth divided by compounded ROIV 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…
1y analysis · Full analysis span regression · 6 months rolling