+508.8%
AVAV vs SPXU
-99.5%
+608.3%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.7% | +1.2% | +3.5% |
| 7D | +3.2% | -1.5% | +4.7% | +2.7% |
| 30D | -20.3% | +3.7% | -24.0% | -19.1% |
| 3M | -19.4% | -9.6% | -9.9% | -21.3% |
| 6M | -35.3% | -32.4% | -2.9% | -42.0% |
| YTD | -38.5% | -28.7% | -9.8% | -43.3% |
| 1Y | -37.2% | -38.2% | +1.0% | -44.2% |
| 3Y | +31.1% | -80.4% | +111.5% | -12.8% |
| 5Y | +41.0% | -86.0% | +127.1% | -3.3% |
| 10Y | +508.8% | -99.5% | +608.3% | +73.0% |
| All | +508.8% | -99.5% | +608.3% | +73.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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