+152.0%
QQQM vs AVAV
+104.8%
+47.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +0.9% |
| 7D | -0.6% | +1.4% | -2.0% | -0.8% |
| 30D | -1.2% | -24.3% | +23.1% | +2.0% |
| 3M | -0.1% | -20.1% | +20.0% | +1.7% |
| 6M | +18.0% | -29.4% | +47.3% | +21.1% |
| YTD | +16.7% | -39.3% | +56.0% | +20.5% |
| 1Y | +23.0% | -39.3% | +62.4% | +26.2% |
| 3Y | +93.3% | +29.5% | +63.9% | +71.4% |
| 5Y | +96.3% | +56.3% | +40.0% | +62.8% |
| All | +152.0% | +104.8% | +47.2% | +97.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling