+96.4%
QQQM vs AVTR
-64.6%
+161.0%
-35.0%
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% | +1.0% |
| 7D | -0.6% | -1.1% | +0.5% | -0.4% |
| 30D | -1.2% | +6.3% | -7.5% | -2.4% |
| 3M | -0.1% | +53.3% | -53.4% | -9.1% |
| 6M | +18.0% | +78.6% | -60.7% | +3.5% |
| YTD | +16.7% | +29.2% | -12.5% | +9.2% |
| 1Y | +23.0% | +13.8% | +9.2% | +16.3% |
| 3Y | +93.3% | -27.4% | +120.8% | +96.5% |
| All | +96.4% | -64.6% | +161.0% | +156.0% |
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