+105.2%
TQQQ vs FISV
-53.5%
+158.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +5.4% | -2.9% | -0.5% |
| 7D | -1.9% | -2.7% | +0.8% | -0.6% |
| 30D | -4.9% | 0.0% | -4.9% | -5.2% |
| 3M | -6.4% | -2.8% | -3.6% | -8.0% |
| 6M | +44.4% | -11.8% | +56.2% | +49.1% |
| YTD | +35.2% | -23.2% | +58.4% | +51.8% |
| 1Y | +49.5% | -62.0% | +111.5% | +141.9% |
| 3Y | +250.7% | -57.6% | +308.3% | +263.8% |
| All | +105.2% | -53.5% | +158.6% | +71.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 FISV 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