+3.2%
AVTR vs QID
-97.4%
+100.6%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.1% | -1.6% |
| 7D | +2.7% | -0.6% | +3.3% | +2.5% |
| 30D | +12.1% | 0.0% | +12.1% | +12.2% |
| 3M | +57.2% | +3.7% | +53.5% | +61.1% |
| 6M | +73.1% | -29.9% | +102.9% | +53.5% |
| YTD | +30.6% | -28.8% | +59.4% | +17.2% |
| 1Y | +13.5% | -37.2% | +50.7% | -2.5% |
| 3Y | -31.0% | -73.7% | +42.7% | -54.7% |
| 5Y | -63.2% | -80.7% | +17.5% | -75.1% |
| All | +3.2% | -97.4% | +100.6% | -65.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling