+94.6%
QQQM vs FLUT
-51.9%
+146.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -1.0% |
| 7D | -1.3% | -3.6% | +2.3% | -0.6% |
| 30D | -1.4% | -0.3% | -1.0% | -1.5% |
| 3M | +2.2% | -12.6% | +14.8% | +4.0% |
| 6M | +16.9% | -8.0% | +24.9% | +17.2% |
| YTD | +15.7% | -54.1% | +69.8% | +33.2% |
| 1Y | +22.7% | -66.1% | +88.8% | +50.0% |
| 3Y | +93.9% | -45.0% | +139.0% | +109.8% |
| 5Y | +94.6% | -51.2% | +145.8% | +97.6% |
| All | +94.6% | -51.9% | +146.4% | +97.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FLUT.
Daily Out/Under-Performance
Portfolio return minus FLUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLUT 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 FLUT 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