+493.8%
AVAV vs MDY
+170.4%
+323.4%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.1% | -4.3% | -4.3% |
| 7D | -3.2% | -0.8% | -2.4% | -2.4% |
| 30D | -25.6% | -3.9% | -21.7% | -22.5% |
| 3M | -20.2% | 0.0% | -20.2% | -19.7% |
| 6M | -38.1% | +8.5% | -46.6% | -42.2% |
| YTD | -41.8% | +13.2% | -55.0% | -47.8% |
| 1Y | -39.0% | +15.0% | -54.1% | -46.1% |
| 3Y | +24.1% | +49.6% | -25.5% | -15.3% |
| 5Y | +53.0% | +46.0% | +7.0% | +5.9% |
| 10Y | +493.8% | +176.4% | +317.5% | +108.5% |
| All | +493.8% | +170.4% | +323.4% | +108.5% |
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 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