-69.0%
AVAV vs MDY
+17.5%
-86.5%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | +0.6% | -8.9% | -9.2% |
| 7D | -10.1% | +1.7% | -11.8% | -12.3% |
| 30D | -18.7% | +1.2% | -19.9% | -20.1% |
| 3M | -33.0% | -3.5% | -29.5% | -28.9% |
| 6M | -37.2% | +3.5% | -40.7% | -39.1% |
| YTD | -53.2% | +13.6% | -66.8% | -61.4% |
| 1Y | -69.0% | +17.1% | -86.0% | -75.5% |
| All | -69.0% | +17.5% | -86.5% | -75.5% |
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