+95.2%
QQQM vs FAST
+103.5%
-8.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FAST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | +0.3% |
| 7D | +1.0% | +1.8% | -0.8% | +0.2% |
| 30D | -0.6% | -6.4% | +5.8% | +2.2% |
| 3M | +1.3% | +5.3% | -4.0% | -1.4% |
| 6M | +18.2% | +5.4% | +12.8% | +14.4% |
| YTD | +16.9% | +23.6% | -6.7% | +4.2% |
| 1Y | +24.0% | +4.1% | +20.0% | +20.0% |
| 3Y | +96.0% | +92.4% | +3.7% | +28.7% |
| 5Y | +95.2% | +106.1% | -10.9% | +20.7% |
| All | +95.2% | +103.5% | -8.3% | +20.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FAST.
Daily Out/Under-Performance
Portfolio return minus FAST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FAST 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 FAST 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