-35.2%
FIS vs QQQI
+56.3%
-91.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.9% | +2.1% | +1.4% |
| 7D | -8.9% | -1.0% | -7.9% | -8.6% |
| 30D | -9.9% | -0.6% | -9.3% | -9.8% |
| 3M | 0.0% | +3.4% | -3.4% | -1.6% |
| 6M | -22.9% | +10.6% | -33.5% | -26.6% |
| YTD | -40.9% | +10.3% | -51.2% | -43.6% |
| 1Y | -40.4% | +16.3% | -56.8% | -44.6% |
| All | -35.2% | +56.3% | -91.5% | -47.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling