+40.4%
AVAV vs BUD
+46.3%
-5.9%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.9% | -1.8% |
| 7D | -2.2% | +0.3% | -2.5% | -2.3% |
| 30D | -13.9% | -5.7% | -8.3% | -13.5% |
| 3M | -29.2% | +3.1% | -32.4% | -29.7% |
| 6M | -36.1% | +7.9% | -44.0% | -37.2% |
| YTD | -40.2% | +27.3% | -67.5% | -42.8% |
| 1Y | -36.2% | +37.8% | -74.0% | -39.9% |
| 3Y | +47.5% | +49.8% | -2.3% | +34.1% |
| All | +40.4% | +46.3% | -5.9% | +20.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling