+558.6%
QQQ vs FISV
+3.1%
+555.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +5.4% | -4.5% | -0.8% |
| 7D | -0.6% | -2.7% | +2.1% | +0.2% |
| 30D | -1.2% | 0.0% | -1.3% | -1.5% |
| 3M | -0.2% | -2.8% | +2.6% | -0.5% |
| 6M | +17.9% | -11.8% | +29.7% | +20.5% |
| YTD | +16.6% | -23.2% | +39.9% | +24.4% |
| 1Y | +23.0% | -62.0% | +85.0% | +58.7% |
| 3Y | +92.9% | -57.6% | +150.6% | +118.2% |
| 5Y | +95.6% | -53.4% | +149.0% | +105.3% |
| All | +558.6% | +3.1% | +555.4% | +344.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling