+308.9%
AVAV vs BUD
-2.1%
+311.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.1% | -3.9% | -3.0% |
| 7D | +4.2% | +1.0% | +3.2% | +4.0% |
| 30D | -2.6% | +6.7% | -9.2% | -4.5% |
| 3M | -38.0% | +5.7% | -43.7% | -39.1% |
| 6M | -27.0% | +5.8% | -32.8% | -28.8% |
| YTD | -51.4% | +34.4% | -85.8% | -55.9% |
| 1Y | -60.2% | +33.3% | -93.5% | -63.9% |
| 3Y | -6.7% | +48.8% | -55.5% | -19.8% |
| 5Y | +28.3% | +52.5% | -24.2% | +6.7% |
| All | +308.9% | -2.1% | +311.0% | +276.2% |
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