+379.1%
AVAV vs SPXU
-99.5%
+478.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | -7.0% | +19.6% | +10.0% |
| 7D | +3.2% | -1.5% | +4.6% | +3.5% |
| 30D | -7.4% | +9.7% | -17.1% | -3.1% |
| 3M | -32.0% | +8.4% | -40.4% | -28.8% |
| 6M | -24.6% | -5.7% | -18.8% | -23.6% |
| YTD | -47.5% | -25.4% | -22.1% | -50.1% |
| 1Y | -61.5% | -28.9% | -32.6% | -63.8% |
| 3Y | +5.5% | -81.2% | +86.6% | -30.0% |
| 5Y | +35.7% | -83.3% | +119.0% | +0.3% |
| 10Y | +379.1% | -99.5% | +478.6% | +75.3% |
| All | +379.1% | -99.5% | +478.6% | +75.3% |
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