+504.5%
AVAV vs SUI
+1,027.7%
-523.3%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.4% | -1.6% |
| 7D | -2.2% | -2.8% | +0.6% | -1.5% |
| 30D | -13.9% | -1.2% | -12.8% | -13.7% |
| 3M | -29.2% | -1.7% | -27.5% | -29.1% |
| 6M | -36.1% | -10.5% | -25.7% | -34.4% |
| YTD | -40.2% | -1.8% | -38.4% | -40.0% |
| 1Y | -36.2% | -4.1% | -32.1% | -35.8% |
| 3Y | +47.5% | +11.3% | +36.3% | +39.7% |
| 5Y | +39.3% | -32.1% | +71.4% | +50.5% |
| 10Y | +482.6% | +110.4% | +372.1% | +358.4% |
| All | +504.5% | +1,027.7% | -523.3% | +256.6% |
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