+93.3%
QQQM vs FTV
-5.2%
+98.6%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +0.8% |
| 7D | -0.6% | -4.0% | +3.4% | +0.9% |
| 30D | -1.2% | -11.0% | +9.8% | +3.1% |
| 3M | -0.1% | -8.4% | +8.3% | +2.8% |
| 6M | +18.0% | -2.6% | +20.5% | +18.0% |
| YTD | +16.7% | -0.6% | +17.3% | +14.8% |
| 1Y | +23.0% | +11.0% | +12.1% | +14.2% |
| 3Y | +93.3% | -6.3% | +99.7% | +94.7% |
| All | +93.3% | -5.2% | +98.6% | +94.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 3y: compounded portfolio wealth divided by compounded FTV 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…
3y analysis · Full analysis span regression · 6 months rolling