+40.4%
AVAV vs SPXU
-86.1%
+126.5%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.3% | -3.0% | -1.3% |
| 7D | -2.2% | -0.1% | -2.1% | -2.2% |
| 30D | -13.9% | +0.8% | -14.8% | -13.4% |
| 3M | -29.2% | -4.7% | -24.5% | -29.3% |
| 6M | -36.1% | -29.6% | -6.5% | -42.1% |
| YTD | -40.2% | -29.9% | -10.3% | -45.3% |
| 1Y | -36.2% | -39.1% | +2.9% | -43.7% |
| 3Y | +47.5% | -80.0% | +127.5% | -0.1% |
| All | +40.4% | -86.1% | +126.5% | -9.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling