+246.5%
TQQQ vs ROIV
+288.8%
-42.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.3% | +2.9% | +2.6% |
| 7D | -1.9% | +16.9% | -18.8% | -7.0% |
| 30D | -4.9% | +12.9% | -17.7% | -9.0% |
| 3M | -6.4% | +37.3% | -43.7% | -15.6% |
| 6M | +44.4% | +38.0% | +6.4% | +29.9% |
| YTD | +35.2% | +88.1% | -52.9% | +10.3% |
| 1Y | +49.5% | +183.3% | -133.8% | +7.4% |
| 3Y | +250.7% | +254.6% | -3.9% | +132.3% |
| 5Y | +104.7% | +309.8% | -205.1% | +12.6% |
| All | +246.5% | +288.8% | -42.3% | +106.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling