+33,565.4%
TQQQ vs FISV
+331.1%
+33,234.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.6% | -3.8% | -3.9% |
| 7D | -3.9% | -7.2% | +3.3% | +4.1% |
| 30D | -5.3% | -7.2% | +1.9% | +1.9% |
| 3M | +0.1% | -8.2% | +8.3% | +1.7% |
| 6M | +40.7% | -17.7% | +58.4% | +57.2% |
| YTD | +31.8% | -27.2% | +59.0% | +66.6% |
| 1Y | +48.2% | -63.0% | +111.2% | +222.6% |
| 3Y | +253.6% | -59.8% | +313.4% | +425.6% |
| 5Y | +99.6% | -55.8% | +155.4% | +167.8% |
| 10Y | +2,951.5% | -2.4% | +2,953.9% | +894.3% |
| All | +33,565.4% | +331.1% | +33,234.3% | +560.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling