+35.1%
AVTR vs QS
-71.4%
+106.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +7.5% | -7.1% | -0.5% |
| 7D | -6.2% | +4.5% | -10.7% | -6.7% |
| 30D | -1.0% | -4.1% | +3.1% | -0.7% |
| 3M | +14.4% | -22.1% | +36.5% | +17.6% |
| 6M | +95.9% | -38.4% | +134.3% | +106.8% |
| YTD | +36.6% | -57.5% | +94.0% | +48.8% |
| 1Y | +35.1% | -71.3% | +106.5% | +48.8% |
| All | +35.1% | -71.4% | +106.6% | +48.8% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 QS 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