-35.1%
FIS vs QQQI
+57.7%
-92.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.1% |
| 7D | -7.9% | -0.3% | -7.6% | -7.8% |
| 30D | -8.0% | -0.3% | -7.7% | -7.9% |
| 3M | +0.6% | +1.3% | -0.7% | -0.1% |
| 6M | -22.2% | +11.5% | -33.7% | -26.1% |
| YTD | -40.8% | +11.3% | -52.1% | -43.6% |
| 1Y | -41.5% | +16.9% | -58.4% | -45.6% |
| All | -35.1% | +57.7% | -92.8% | -47.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling