+56.8%
QQQI vs AVTR
-35.6%
+92.4%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | -1.0% | -2.0% | +1.0% | -0.9% |
| 30D | -0.6% | +8.1% | -8.6% | -1.3% |
| 3M | +3.4% | +54.2% | -50.8% | -1.6% |
| 6M | +10.6% | +82.6% | -71.9% | +3.2% |
| YTD | +10.3% | +29.8% | -19.5% | +6.5% |
| 1Y | +16.3% | +18.0% | -1.7% | +12.3% |
| All | +56.8% | -35.6% | +92.4% | +61.8% |
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