+8.2%
TQQQ vs FIX
+17.6%
-9.5%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.8% | +1.9% | +0.9% |
| 7D | +18.6% | +17.0% | +1.6% | +7.2% |
| 30D | -24.0% | -30.6% | +6.6% | -4.6% |
| 3M | -19.6% | -35.0% | +15.5% | +4.2% |
| 6M | -19.8% | -44.0% | +24.2% | +14.8% |
| YTD | +14.3% | +21.1% | -6.9% | -0.1% |
| 1Y | +8.2% | +16.3% | -8.1% | -2.8% |
| All | +8.2% | +17.6% | -9.5% | -2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FIX.
Daily Out/Under-Performance
Portfolio return minus FIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIX 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 1y: compounded portfolio wealth divided by compounded FIX 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…
1y analysis · Full analysis span regression · 6 months rolling