+373.2%
AVAV vs SUI
+1,056.3%
-683.1%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | +5.2% | -13.5% | -9.7% |
| 7D | -10.1% | +10.0% | -20.1% | -12.6% |
| 30D | -18.7% | +8.4% | -27.1% | -20.8% |
| 3M | -33.0% | +0.7% | -33.7% | -33.4% |
| 6M | -37.2% | -0.9% | -36.3% | -37.4% |
| YTD | -53.2% | +0.6% | -53.8% | -53.5% |
| 1Y | -69.0% | +0.8% | -69.8% | -69.2% |
| 3Y | -5.5% | +15.5% | -21.0% | -11.5% |
| 5Y | +20.1% | -25.9% | +46.0% | +26.3% |
| 10Y | +371.8% | +119.5% | +252.2% | +266.2% |
| All | +373.2% | +1,056.3% | -683.1% | +176.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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