+53.0%
AVAV vs WTW
+45.2%
+7.8%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -3.6% | -1.8% | -4.1% |
| 7D | -3.2% | -7.1% | +4.0% | -0.7% |
| 30D | -25.6% | -8.5% | -17.0% | -23.4% |
| 3M | -20.2% | +20.6% | -40.8% | -25.6% |
| 6M | -38.1% | +7.2% | -45.3% | -40.1% |
| YTD | -41.8% | -3.9% | -37.9% | -41.5% |
| 1Y | -39.0% | -3.6% | -35.5% | -38.9% |
| 3Y | +24.1% | +60.7% | -36.6% | -6.0% |
| 5Y | +53.0% | +42.2% | +10.9% | +16.8% |
| All | +53.0% | +45.2% | +7.8% | +16.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling