+55.4%
ACWI vs AVAV
+7.1%
+48.3%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -9.8% | +6.0% | -2.9% |
| 7D | -4.0% | -24.3% | +20.3% | -1.6% |
| 30D | -5.8% | -28.9% | +23.1% | -3.0% |
| 3M | -5.0% | -39.3% | +34.2% | -1.0% |
| 6M | +0.7% | -38.8% | +39.5% | +4.0% |
| YTD | +8.4% | -57.8% | +66.2% | +14.6% |
| 1Y | +10.1% | -70.9% | +81.0% | +20.7% |
| 3Y | +70.8% | -14.8% | +85.6% | +60.5% |
| 5Y | +55.4% | +7.3% | +48.1% | +44.5% |
| All | +55.4% | +7.1% | +48.3% | +44.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling