+326.6%
AVAV vs SUI
+1,064.3%
-737.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | +0.7% | -10.5% | -10.0% |
| 7D | -24.3% | +8.8% | -33.1% | -26.2% |
| 30D | -28.9% | +8.9% | -37.8% | -30.8% |
| 3M | -39.3% | +2.0% | -41.3% | -39.9% |
| 6M | -38.8% | -0.6% | -38.1% | -39.1% |
| YTD | -57.8% | +1.3% | -59.1% | -58.2% |
| 1Y | -70.9% | +1.3% | -72.2% | -71.2% |
| 3Y | -14.8% | +16.3% | -31.1% | -20.4% |
| 5Y | +7.3% | -25.1% | +32.3% | +12.5% |
| 10Y | +325.3% | +121.1% | +204.3% | +229.4% |
| All | +326.6% | +1,064.3% | -737.7% | +148.6% |
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