+379.1%
AVAV vs MDY
+180.7%
+198.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +3.2% | +9.4% | +9.5% |
| 7D | +3.2% | +0.7% | +2.5% | +3.0% |
| 30D | -7.4% | +1.3% | -8.7% | -8.0% |
| 3M | -32.0% | -4.1% | -27.9% | -28.7% |
| 6M | -24.6% | +1.0% | -25.5% | -24.2% |
| YTD | -47.5% | +13.3% | -60.8% | -52.7% |
| 1Y | -61.5% | +15.7% | -77.2% | -66.0% |
| 3Y | +5.5% | +59.6% | -54.1% | -31.7% |
| 5Y | +35.7% | +36.3% | -0.6% | +1.3% |
| 10Y | +379.1% | +173.6% | +205.5% | +72.0% |
| All | +379.1% | +180.7% | +198.4% | +72.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling