+508.8%
AVAV vs MTB
+173.2%
+335.6%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.6% | +3.4% | +3.1% |
| 7D | +3.2% | +2.8% | +0.4% | +2.2% |
| 30D | -20.3% | -4.2% | -16.1% | -19.1% |
| 3M | -19.4% | +7.8% | -27.2% | -21.8% |
| 6M | -35.3% | +14.8% | -50.1% | -38.6% |
| YTD | -38.5% | +20.8% | -59.3% | -42.9% |
| 1Y | -37.2% | +23.1% | -60.3% | -42.4% |
| 3Y | +31.1% | +114.8% | -83.7% | -4.3% |
| 5Y | +41.0% | +103.3% | -62.3% | +1.0% |
| 10Y | +508.8% | +173.0% | +335.8% | +217.2% |
| All | +508.8% | +173.2% | +335.6% | +217.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded MTB 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling