+310.6%
QQQ vs AVTR
+1.7%
+308.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.6% | +0.5% |
| 7D | +0.4% | +2.7% | -2.3% | -0.3% |
| 30D | +0.2% | +12.1% | -11.8% | -2.5% |
| 3M | -2.8% | +57.2% | -60.1% | -13.7% |
| 6M | +18.0% | +73.1% | -55.1% | +1.8% |
| YTD | +17.3% | +30.6% | -13.3% | +8.0% |
| 1Y | +25.6% | +13.5% | +12.1% | +17.5% |
| 3Y | +93.7% | -31.0% | +124.7% | +99.9% |
| 5Y | +94.2% | -63.2% | +157.4% | +138.1% |
| All | +310.6% | +1.7% | +308.9% | +273.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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