+499.0%
AVAV vs BBWI
-54.1%
+553.1%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.8% | -4.6% | -2.3% |
| 7D | -2.2% | +1.5% | -3.7% | -2.5% |
| 30D | -13.9% | -5.2% | -8.7% | -13.3% |
| 3M | -29.2% | +11.1% | -40.3% | -31.1% |
| 6M | -36.1% | -13.4% | -22.8% | -35.3% |
| YTD | -40.2% | +0.1% | -40.3% | -40.9% |
| 1Y | -36.2% | -36.1% | -0.1% | -32.3% |
| 3Y | +47.5% | -44.1% | +91.6% | +54.2% |
| 5Y | +39.3% | -66.2% | +105.5% | +53.8% |
| All | +499.0% | -54.1% | +553.1% | +488.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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