-36.2%
AVAV vs MDY
+17.9%
-54.1%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.1% | -1.9% | -1.9% |
| 7D | -2.2% | +0.1% | -2.4% | -2.4% |
| 30D | -13.9% | -1.5% | -12.4% | -11.6% |
| 3M | -29.2% | +0.8% | -30.0% | -29.3% |
| 6M | -36.1% | +7.4% | -43.6% | -41.2% |
| YTD | -40.2% | +15.2% | -55.4% | -50.5% |
| 1Y | -36.2% | +16.5% | -52.8% | -46.6% |
| All | -36.2% | +17.9% | -54.1% | -46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 1y: compounded portfolio wealth divided by compounded MDY 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…
1y analysis · Full analysis span regression · 6 months rolling