+19.6%
AVAV vs INDA
+8.0%
+11.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +1.7% | +8.7% | +9.4% |
| 7D | -10.6% | +6.6% | -17.2% | -14.1% |
| 30D | -18.8% | +10.4% | -29.2% | -23.8% |
| 3M | -34.1% | +1.5% | -35.6% | -34.8% |
| 6M | -35.3% | +1.7% | -37.1% | -36.1% |
| YTD | -53.4% | -5.8% | -47.5% | -51.8% |
| 1Y | -65.6% | -5.1% | -60.6% | -64.7% |
| 3Y | -5.1% | +16.0% | -21.1% | -13.0% |
| All | +19.6% | +8.0% | +11.5% | -1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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