+49.5%
TQQQ vs FIS
-40.5%
+90.0%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.4% | +2.6% |
| 7D | -1.9% | -7.9% | +6.0% | -2.4% |
| 30D | -4.9% | -8.0% | +3.1% | -5.2% |
| 3M | -6.4% | +0.6% | -7.0% | -7.6% |
| 6M | +44.4% | -22.2% | +66.6% | +49.8% |
| YTD | +35.2% | -40.8% | +76.0% | +53.4% |
| 1Y | +49.5% | -41.5% | +91.0% | +73.5% |
| All | +49.5% | -40.5% | +90.0% | +73.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling