-80.7%
QID vs AVAV
+39.7%
-120.4%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.4% | -0.8% |
| 7D | -0.6% | -2.2% | +1.6% | -1.1% |
| 30D | 0.0% | -13.9% | +13.9% | -3.2% |
| 3M | +3.7% | -29.2% | +33.0% | -2.5% |
| 6M | -29.9% | -36.1% | +6.3% | -34.9% |
| YTD | -28.8% | -40.2% | +11.4% | -33.3% |
| 1Y | -37.2% | -36.2% | -1.0% | -38.9% |
| 3Y | -73.7% | +47.5% | -121.2% | -62.7% |
| All | -80.7% | +39.7% | -120.4% | -66.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 5y: compounded portfolio wealth divided by compounded AVAV 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…
5y analysis · Full analysis span regression · 6 months rolling