+58.2%
QQQI vs AVTR
-35.9%
+94.1%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +0.9% |
| 7D | -0.3% | -1.1% | +0.7% | -0.3% |
| 30D | -0.3% | +6.3% | -6.6% | -0.9% |
| 3M | +1.3% | +53.3% | -52.0% | -3.4% |
| 6M | +11.5% | +78.6% | -67.2% | +4.2% |
| YTD | +11.3% | +29.2% | -17.9% | +7.5% |
| 1Y | +16.9% | +13.8% | +3.0% | +13.4% |
| All | +58.2% | -35.9% | +94.1% | +63.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling