+99.6%
TQQQ vs FIS
-65.9%
+165.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.2% | -4.5% | -4.1% |
| 7D | -3.9% | -8.9% | +5.0% | +2.2% |
| 30D | -5.3% | -9.9% | +4.6% | +1.2% |
| 3M | +0.1% | 0.0% | +0.2% | -3.7% |
| 6M | +40.7% | -22.9% | +63.6% | +61.6% |
| YTD | +31.8% | -40.9% | +72.7% | +87.2% |
| 1Y | +48.2% | -40.4% | +88.7% | +107.5% |
| 3Y | +253.6% | -25.4% | +279.0% | +292.9% |
| 5Y | +99.6% | -64.8% | +164.4% | +343.9% |
| All | +99.6% | -65.9% | +165.5% | +343.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling