-62.0%
AVAV vs MDY
+14.9%
-76.8%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +3.2% | +9.4% | +7.2% |
| 7D | +3.2% | +0.7% | +2.5% | +2.4% |
| 30D | -7.4% | +1.3% | -8.7% | -8.7% |
| 3M | -32.0% | -4.1% | -27.9% | -27.0% |
| 6M | -24.6% | +1.0% | -25.5% | -24.1% |
| YTD | -47.5% | +13.3% | -60.8% | -56.1% |
| All | -62.0% | +14.9% | -76.8% | -68.7% |
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