+358.4%
AVAV vs BUD
-9.0%
+367.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | -1.5% | +11.9% | +10.8% |
| 7D | -10.6% | +4.5% | -15.0% | -11.7% |
| 30D | -18.8% | +12.5% | -31.3% | -21.5% |
| 3M | -34.1% | 0.0% | -34.1% | -34.4% |
| 6M | -35.3% | +3.8% | -39.1% | -36.6% |
| YTD | -53.4% | +33.1% | -86.4% | -57.5% |
| 1Y | -65.6% | +35.5% | -101.2% | -68.9% |
| 3Y | -5.1% | +49.4% | -54.5% | -18.3% |
| 5Y | +18.5% | +48.0% | -29.5% | 0.0% |
| All | +358.4% | -9.0% | +367.4% | +311.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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