+96.4%
QQQM vs FIS
-65.4%
+161.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.9% | +1.1% |
| 7D | -0.6% | -9.0% | +8.4% | +1.5% |
| 30D | -1.2% | -9.0% | +7.8% | +0.8% |
| 3M | -0.1% | -0.5% | +0.4% | -0.8% |
| 6M | +18.0% | -23.1% | +41.0% | +24.6% |
| YTD | +16.7% | -41.5% | +58.1% | +32.6% |
| 1Y | +23.0% | -42.2% | +65.2% | +40.0% |
| 3Y | +93.3% | -26.3% | +119.7% | +100.9% |
| All | +96.4% | -65.4% | +161.8% | +147.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 FIS 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