+18.0%
AVTR vs QID
-33.5%
+51.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.3% | -2.3% | +0.5% |
| 7D | -2.0% | +2.7% | -4.8% | -1.5% |
| 30D | +8.1% | +3.3% | +4.7% | +8.9% |
| 3M | +54.2% | -5.5% | +59.7% | +53.1% |
| 6M | +82.6% | -28.4% | +111.0% | +67.7% |
| YTD | +29.8% | -26.6% | +56.4% | +20.5% |
| 1Y | +18.0% | -34.1% | +52.1% | +0.8% |
| All | +18.0% | -33.5% | +51.5% | +0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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