+93.3%
QQQM vs FISV
-57.6%
+151.0%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +5.4% | -4.5% | +0.4% |
| 7D | -0.6% | -2.7% | +2.1% | -0.4% |
| 30D | -1.2% | 0.0% | -1.2% | -1.3% |
| 3M | -0.1% | -2.8% | +2.7% | -0.1% |
| 6M | +18.0% | -11.8% | +29.8% | +18.9% |
| YTD | +16.7% | -23.2% | +39.9% | +19.2% |
| 1Y | +23.0% | -62.0% | +85.0% | +33.9% |
| 3Y | +93.3% | -57.6% | +150.9% | +83.8% |
| All | +93.3% | -57.6% | +151.0% | +83.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling