+253.2%
TQQQ vs ROIV
+232.7%
+20.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.5% | -1.0% | 0.0% |
| 7D | +0.7% | +0.6% | +0.1% | +0.5% |
| 30D | -0.6% | +1.0% | -1.6% | -1.1% |
| 3M | -14.9% | +18.3% | -33.2% | -19.0% |
| 6M | +44.6% | +18.3% | +26.2% | +37.2% |
| YTD | +37.8% | +61.0% | -23.2% | +18.7% |
| 1Y | +59.2% | +177.9% | -118.7% | +15.7% |
| 3Y | +254.1% | +199.1% | +55.1% | +147.7% |
| 5Y | +100.6% | +250.7% | -150.1% | +16.4% |
| All | +253.2% | +232.7% | +20.6% | +122.4% |
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