+149.8%
QQQM vs FE
+91.2%
+58.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.2% | -1.1% |
| 7D | -1.3% | -1.7% | +0.4% | -1.0% |
| 30D | -1.4% | -1.3% | -0.1% | -1.2% |
| 3M | +2.2% | +0.6% | +1.6% | +1.9% |
| 6M | +16.9% | -6.8% | +23.7% | +18.3% |
| YTD | +15.7% | +6.4% | +9.3% | +13.8% |
| 1Y | +22.7% | +11.3% | +11.4% | +19.4% |
| 3Y | +93.9% | +47.1% | +46.9% | +73.3% |
| 5Y | +94.6% | +50.4% | +44.2% | +73.5% |
| All | +149.8% | +91.2% | +58.7% | +115.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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