-37.2%
AVAV vs MDY
+15.1%
-52.3%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.7% | +3.5% | +3.9% |
| 7D | +3.2% | +1.0% | +2.2% | +1.5% |
| 30D | -20.3% | -3.1% | -17.2% | -16.2% |
| 3M | -19.4% | +1.8% | -21.3% | -20.8% |
| 6M | -35.3% | +10.8% | -46.1% | -42.6% |
| YTD | -38.5% | +14.4% | -52.9% | -48.6% |
| 1Y | -37.2% | +15.2% | -52.4% | -46.8% |
| All | -37.2% | +15.1% | -52.3% | -46.8% |
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