+336.5%
AVAV vs SPXU
-100.0%
+436.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.9% | +4.6% | -0.7% |
| 7D | +9.9% | +1.5% | +8.3% | +11.7% |
| 30D | -5.4% | +6.4% | -11.8% | -2.1% |
| 3M | -36.5% | +4.2% | -40.8% | -34.5% |
| 6M | -25.3% | -7.8% | -17.5% | -24.9% |
| YTD | -48.6% | -27.5% | -21.0% | -51.6% |
| 1Y | -62.1% | -27.1% | -34.9% | -64.1% |
| 3Y | +2.3% | -80.8% | +83.1% | -32.1% |
| 5Y | +35.4% | -84.1% | +119.5% | -1.9% |
| 10Y | +345.1% | -99.5% | +444.6% | +37.8% |
| All | +336.5% | -100.0% | +436.5% | -46.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling