+121.0%
QLD vs AVAV
+39.7%
+81.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +2.1% | +0.8% |
| 7D | +0.6% | -2.2% | +2.8% | +1.1% |
| 30D | -0.1% | -13.9% | +13.8% | +3.3% |
| 3M | -8.4% | -29.2% | +20.9% | -1.7% |
| 6M | +32.2% | -36.1% | +68.3% | +43.6% |
| YTD | +28.9% | -40.2% | +69.1% | +38.2% |
| 1Y | +43.8% | -36.2% | +80.0% | +49.2% |
| 3Y | +176.6% | +47.5% | +129.1% | +102.1% |
| All | +121.0% | +39.7% | +81.4% | +43.1% |
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