+23.0%
QQQM vs FIVN
+20.3%
+2.7%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.4% | -0.5% | +0.8% |
| 7D | -0.6% | -7.8% | +7.3% | -0.1% |
| 30D | -1.2% | -1.7% | +0.5% | -1.1% |
| 3M | -0.1% | +47.2% | -47.3% | -2.8% |
| 6M | +18.0% | +82.7% | -64.8% | +11.3% |
| YTD | +16.7% | +52.9% | -36.2% | +12.5% |
| 1Y | +23.0% | +17.5% | +5.6% | +23.2% |
| All | +23.0% | +20.3% | +2.7% | +23.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 1y: compounded portfolio wealth divided by compounded FIVN 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…
1y analysis · Full analysis span regression · 6 months rolling