+182.1%
TQQQ vs ROIV
+276.5%
-94.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.2% | -2.5% | -3.3% |
| 7D | +10.4% | +1.7% | +8.7% | +9.9% |
| 30D | -22.2% | +17.6% | -39.8% | -25.7% |
| 3M | -25.1% | +9.0% | -34.1% | -27.5% |
| 6M | -25.0% | +35.3% | -60.3% | -32.1% |
| YTD | +10.1% | +82.2% | -72.1% | -9.2% |
| 1Y | +11.0% | +92.3% | -81.2% | -10.1% |
| 3Y | +195.0% | +336.8% | -141.8% | +89.6% |
| 5Y | +46.6% | +370.6% | -324.0% | -27.1% |
| All | +182.1% | +276.5% | -94.4% | +70.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling