+24.2%
AVAV vs WTW
+60.9%
-36.7%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -3.6% | -1.8% | -4.8% |
| 7D | -3.2% | -7.1% | +4.0% | -2.0% |
| 30D | -25.6% | -8.5% | -17.0% | -24.5% |
| 3M | -20.2% | +20.6% | -40.8% | -22.6% |
| 6M | -38.1% | +7.2% | -45.3% | -39.0% |
| YTD | -41.8% | -3.9% | -37.9% | -41.7% |
| 1Y | -39.0% | -3.6% | -35.5% | -39.0% |
| All | +24.2% | +60.9% | -36.7% | +29.4% |
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