+96.6%
QQQM vs AVAV
+31.0%
+65.6%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.9% | -3.0% | -0.4% |
| 7D | +1.5% | +3.2% | -1.7% | +1.2% |
| 30D | -0.7% | -20.3% | +19.7% | +1.5% |
| 3M | +0.4% | -19.4% | +19.9% | +1.9% |
| 6M | +20.1% | -35.3% | +55.3% | +23.9% |
| YTD | +17.2% | -38.5% | +55.7% | +20.1% |
| 1Y | +24.7% | -37.2% | +61.9% | +26.8% |
| 3Y | +96.6% | +31.1% | +65.5% | +81.5% |
| All | +96.6% | +31.0% | +65.6% | +81.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling