+101.7%
TQQQ vs ROIV
+319.8%
-218.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.6% | -1.1% |
| 7D | +2.8% | +22.3% | -19.5% | -3.8% |
| 30D | -3.0% | +16.9% | -19.9% | -8.2% |
| 3M | -2.7% | +43.9% | -46.6% | -13.3% |
| 6M | +45.4% | +41.6% | +3.9% | +30.0% |
| YTD | +36.3% | +92.7% | -56.4% | +10.7% |
| 1Y | +53.4% | +210.2% | -156.8% | +7.8% |
| 3Y | +265.6% | +231.8% | +33.8% | +146.8% |
| 5Y | +101.7% | +319.8% | -218.1% | -5.1% |
| All | +101.7% | +319.8% | -218.1% | -5.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling