+149.8%
QQQM vs FIVN
-79.0%
+228.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -1.0% |
| 7D | -1.3% | -11.3% | +10.0% | +0.8% |
| 30D | -1.4% | -7.3% | +5.9% | -0.2% |
| 3M | +2.2% | +41.7% | -39.5% | -5.3% |
| 6M | +16.9% | +78.3% | -61.4% | +1.9% |
| YTD | +15.7% | +50.9% | -35.2% | +3.4% |
| 1Y | +22.7% | +19.7% | +3.0% | +14.6% |
| 3Y | +93.9% | -55.7% | +149.7% | +111.6% |
| 5Y | +94.6% | -82.6% | +177.1% | +141.5% |
| All | +149.8% | -79.0% | +228.8% | +195.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling