+218.0%
AVAV vs BUD
+219.3%
-1.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | +1.8% | -11.7% | -10.4% |
| 7D | -24.3% | +7.1% | -31.5% | -26.1% |
| 30D | -28.9% | +12.7% | -41.6% | -31.8% |
| 3M | -39.3% | 0.0% | -39.3% | -39.6% |
| 6M | -38.8% | +7.6% | -46.3% | -40.9% |
| YTD | -57.8% | +35.0% | -92.8% | -62.4% |
| 1Y | -70.9% | +37.6% | -108.4% | -74.3% |
| 3Y | -14.8% | +51.5% | -66.3% | -29.1% |
| 5Y | +7.3% | +50.2% | -42.9% | -12.5% |
| 10Y | +325.3% | -7.2% | +332.6% | +293.4% |
| All | +218.0% | +219.3% | -1.3% | +68.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling