+35,000.4%
TQQQ vs FIS
+135.0%
+34,865.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.9% | +5.6% | +6.4% |
| 7D | +4.4% | -3.5% | +7.8% | +8.1% |
| 30D | -3.1% | -7.8% | +4.7% | +5.1% |
| 3M | -5.2% | +0.8% | -6.0% | -11.9% |
| 6M | +52.4% | -21.9% | +74.3% | +83.3% |
| YTD | +37.4% | -39.5% | +76.9% | +121.6% |
| 1Y | +56.0% | -41.0% | +97.0% | +155.1% |
| 3Y | +268.7% | -23.6% | +292.3% | +301.5% |
| 5Y | +101.2% | -65.6% | +166.9% | +509.1% |
| 10Y | +2,840.4% | -40.2% | +2,880.6% | +4,787.0% |
| All | +35,000.4% | +135.0% | +34,865.4% | +11,292.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling