+391.1%
AVAV vs WTW
+375.7%
+15.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.0% | -4.7% | -3.5% |
| 7D | +4.2% | +2.0% | +2.3% | +3.4% |
| 30D | -2.6% | +12.9% | -15.4% | -7.4% |
| 3M | -38.0% | +0.7% | -38.7% | -38.6% |
| 6M | -27.0% | +39.5% | -66.5% | -36.4% |
| YTD | -51.4% | +3.1% | -54.5% | -52.9% |
| 1Y | -60.2% | +4.8% | -65.0% | -61.7% |
| 3Y | -6.7% | +42.9% | -49.6% | -21.8% |
| 5Y | +28.3% | +55.3% | -27.0% | +3.1% |
| 10Y | +320.5% | +217.2% | +103.3% | +152.1% |
| All | +391.1% | +375.7% | +15.4% | +148.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling