+493.8%
AVAV vs TRU
+146.7%
+347.2%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.8% | -4.6% | -5.1% |
| 7D | -3.2% | -6.5% | +3.3% | -0.8% |
| 30D | -25.6% | -2.5% | -23.1% | -25.1% |
| 3M | -20.2% | +10.4% | -30.6% | -23.9% |
| 6M | -38.1% | +1.6% | -39.7% | -39.0% |
| YTD | -41.8% | -9.7% | -32.1% | -40.4% |
| 1Y | -39.0% | -17.3% | -21.8% | -36.2% |
| 3Y | +24.1% | -1.8% | +25.9% | +13.9% |
| 5Y | +53.0% | -36.2% | +89.3% | +64.9% |
| 10Y | +493.8% | +143.2% | +350.6% | +351.8% |
| All | +493.8% | +146.7% | +347.2% | +351.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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