+31.1%
AVAV vs MOH
-37.8%
+69.0%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.2% | +5.1% | +2.8% |
| 7D | +3.2% | -3.3% | +6.5% | +3.2% |
| 30D | -20.3% | -0.1% | -20.2% | -20.3% |
| 3M | -19.4% | -1.1% | -18.4% | -19.6% |
| 6M | -35.3% | +35.9% | -71.1% | -35.7% |
| YTD | -38.5% | +13.1% | -51.6% | -38.8% |
| 1Y | -37.2% | +11.8% | -49.0% | -37.8% |
| 3Y | +31.1% | -38.7% | +69.9% | +29.5% |
| All | +31.1% | -37.8% | +69.0% | +29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 3y: compounded portfolio wealth divided by compounded MOH 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…
3y analysis · Full analysis span regression · 6 months rolling