+55.0%
ACWI vs AVAV
+18.1%
+36.9%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +10.5% | -10.5% | -1.0% |
| 7D | -2.4% | -10.6% | +8.2% | -1.5% |
| 30D | -5.2% | -18.8% | +13.6% | -3.6% |
| 3M | -4.8% | -34.1% | +29.3% | -1.6% |
| 6M | -1.3% | -35.3% | +34.0% | +1.4% |
| YTD | +8.4% | -53.4% | +61.8% | +13.5% |
| 1Y | +11.0% | -65.6% | +76.7% | +19.7% |
| 3Y | +70.6% | -5.1% | +75.6% | +58.6% |
| All | +55.0% | +18.1% | +36.9% | +32.1% |
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