+149.8%
QQQM vs FISV
-54.2%
+204.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.6% | -1.7% | -1.2% |
| 7D | -1.3% | -7.2% | +6.0% | +0.2% |
| 30D | -1.4% | -7.2% | +5.8% | 0.0% |
| 3M | +2.2% | -8.2% | +10.3% | +3.2% |
| 6M | +16.9% | -17.7% | +34.6% | +20.4% |
| YTD | +15.7% | -27.2% | +42.8% | +22.2% |
| 1Y | +22.7% | -63.0% | +85.6% | +46.5% |
| 3Y | +93.9% | -59.8% | +153.7% | +105.2% |
| 5Y | +94.6% | -55.8% | +150.3% | +89.2% |
| All | +149.8% | -54.2% | +204.0% | +136.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling