+27.9%
AVAV vs TRU
+0.4%
+27.5%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -5.9% | +4.2% | -0.4% |
| 7D | -2.2% | -6.8% | +4.5% | -0.7% |
| 30D | -13.9% | 0.0% | -14.0% | -14.1% |
| 3M | -29.2% | +13.3% | -42.5% | -31.5% |
| 6M | -36.1% | +3.4% | -39.6% | -37.1% |
| YTD | -40.2% | -6.4% | -33.8% | -40.1% |
| 1Y | -36.2% | -9.7% | -26.5% | -36.0% |
| All | +27.9% | +0.4% | +27.5% | +24.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling