+509.8%
AVAV vs TDY
+479.2%
+30.5%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.2% | -1.5% | -1.0% |
| 7D | +1.4% | -1.1% | +2.5% | +2.2% |
| 30D | -24.3% | -12.0% | -12.3% | -17.6% |
| 3M | -20.1% | -3.2% | -16.9% | -17.9% |
| 6M | -29.4% | -7.9% | -21.5% | -24.5% |
| YTD | -39.3% | +18.2% | -57.6% | -44.4% |
| 1Y | -39.3% | +6.7% | -46.0% | -40.8% |
| 3Y | +29.5% | +47.5% | -18.1% | +2.9% |
| 5Y | +56.3% | +39.5% | +16.8% | +26.6% |
| All | +509.8% | +479.2% | +30.5% | +73.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TDY.
Daily Out/Under-Performance
Portfolio return minus TDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDY 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 10y: compounded portfolio wealth divided by compounded TDY 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…
10y analysis · Full analysis span regression · 6 months rolling