+40.7%
TQQQ vs FIS
-24.3%
+65.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.2% | -4.5% | -2.9% |
| 7D | -3.9% | -8.9% | +5.0% | -6.5% |
| 30D | -5.3% | -9.9% | +4.6% | -8.2% |
| 3M | +0.1% | 0.0% | +0.2% | +0.2% |
| 6M | +40.7% | -22.9% | +63.6% | +39.1% |
| All | +40.7% | -24.3% | +65.0% | +39.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling