-1.2%
AVAV vs WTW
+44.2%
-45.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.3% | +0.7% |
| 7D | +9.9% | -0.9% | +10.8% | +10.0% |
| 30D | -5.4% | +12.0% | -17.4% | -7.8% |
| 3M | -36.5% | -2.1% | -34.5% | -36.5% |
| 6M | -25.3% | +34.8% | -60.0% | -30.0% |
| YTD | -48.6% | +2.7% | -51.3% | -49.2% |
| 1Y | -62.1% | +5.1% | -67.2% | -62.7% |
| All | -1.2% | +44.2% | -45.4% | -12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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