+53.4%
TQQQ vs FGI
+93.3%
-39.8%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.4% | -3.2% | -0.9% |
| 7D | +2.8% | +14.7% | -11.9% | +2.4% |
| 30D | -3.0% | +67.0% | -70.0% | -5.8% |
| 3M | -2.7% | +31.0% | -33.7% | -5.2% |
| 6M | +45.4% | +126.8% | -81.4% | +37.3% |
| YTD | +36.3% | +35.6% | +0.6% | +30.4% |
| 1Y | +53.4% | +108.9% | -55.5% | +47.8% |
| All | +53.4% | +93.3% | -39.8% | +47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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