-37.1%
FIS vs QQQI
+19.4%
-56.4%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -0.9% |
| 7D | +1.1% | +0.4% | +0.7% | +1.1% |
| 30D | -2.2% | +1.0% | -3.2% | -2.2% |
| 3M | +2.1% | -1.2% | +3.3% | +3.1% |
| 6M | -14.7% | +11.6% | -26.3% | -17.2% |
| YTD | -35.7% | +11.7% | -47.4% | -37.5% |
| 1Y | -37.1% | +18.7% | -55.7% | -42.6% |
| All | -37.1% | +19.4% | -56.4% | -42.6% |
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