+152.5%
QQQM vs FND
-40.7%
+193.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | -0.1% |
| 7D | +1.0% | -0.8% | +1.8% | +1.2% |
| 30D | -0.6% | -19.6% | +19.0% | +4.7% |
| 3M | +1.3% | -4.3% | +5.6% | +1.4% |
| 6M | +18.2% | -20.4% | +38.6% | +23.1% |
| YTD | +16.9% | -21.9% | +38.8% | +21.5% |
| 1Y | +24.0% | -45.2% | +69.2% | +41.1% |
| 3Y | +96.0% | -49.2% | +145.3% | +115.6% |
| 5Y | +95.2% | -61.8% | +157.0% | +117.1% |
| All | +152.5% | -40.7% | +193.2% | +152.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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