+308.9%
AVAV vs MDY
+165.3%
+143.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.1% | -2.6% | -2.6% |
| 7D | +4.2% | +2.3% | +2.0% | +2.2% |
| 30D | -2.6% | +2.0% | -4.6% | -3.8% |
| 3M | -38.0% | -5.6% | -32.3% | -33.8% |
| 6M | -27.0% | +1.3% | -28.3% | -26.9% |
| YTD | -51.4% | +12.3% | -63.7% | -55.8% |
| 1Y | -60.2% | +15.8% | -76.0% | -64.9% |
| 3Y | -6.7% | +56.5% | -63.2% | -38.3% |
| 5Y | +28.3% | +35.1% | -6.8% | -3.4% |
| All | +308.9% | +165.3% | +143.6% | +59.0% |
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