+2,876.9%
TQQQ vs FIS
-39.8%
+2,916.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.4% | +2.4% |
| 7D | -1.9% | -7.9% | +6.0% | +6.3% |
| 30D | -4.9% | -8.0% | +3.1% | +2.6% |
| 3M | -6.4% | +0.6% | -7.0% | -12.4% |
| 6M | +44.4% | -22.2% | +66.6% | +72.1% |
| YTD | +35.2% | -40.8% | +76.0% | +116.8% |
| 1Y | +49.5% | -41.5% | +91.0% | +139.9% |
| 3Y | +250.7% | -25.5% | +276.2% | +289.7% |
| 5Y | +104.7% | -64.8% | +169.5% | +497.5% |
| All | +2,876.9% | -39.8% | +2,916.7% | +5,352.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 10y: compounded portfolio wealth divided by compounded FIS 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…
10y analysis · Full analysis span regression · 6 months rolling