+209.1%
TQQQ vs FIX
+529.6%
-320.5%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +5.0% | +1.8% | +3.5% |
| 7D | -2.9% | +6.4% | -9.3% | -5.9% |
| 30D | -24.1% | -29.1% | +5.0% | -5.4% |
| 3M | -17.1% | -31.1% | +14.0% | +3.8% |
| 6M | -21.1% | -42.8% | +21.7% | +12.3% |
| YTD | +15.3% | +24.6% | -9.3% | -4.4% |
| 1Y | +8.9% | +21.9% | -13.0% | -8.5% |
| All | +209.1% | +529.6% | -320.5% | -18.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling