-51.1%
FIS vs QQQI
+8.3%
-59.4%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.7% | +1.0% | -24.7% | -23.4% |
| 7D | -18.4% | -4.2% | -14.2% | -18.8% |
| 30D | -11.4% | -7.1% | -4.3% | -11.9% |
| 3M | -32.0% | -2.7% | -29.3% | -32.2% |
| 6M | -35.6% | +2.0% | -37.6% | -36.7% |
| YTD | -53.8% | +8.2% | -62.0% | -55.3% |
| 1Y | -51.1% | +8.9% | -60.0% | -52.7% |
| All | -51.1% | +8.3% | -59.4% | -52.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 QQQI 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