-69.0%
AVAV vs WU
-18.0%
-51.0%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | +5.4% | -13.8% | -8.3% |
| 7D | -10.1% | +8.2% | -18.3% | -10.2% |
| 30D | -18.7% | +8.0% | -26.7% | -18.8% |
| 3M | -33.0% | -6.6% | -26.4% | -32.8% |
| 6M | -37.2% | -23.3% | -13.9% | -37.8% |
| YTD | -53.2% | -22.4% | -30.8% | -53.9% |
| 1Y | -69.0% | -18.0% | -51.0% | -68.8% |
| All | -69.0% | -18.0% | -51.0% | -68.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 1y: compounded portfolio wealth divided by compounded WU 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…
1y analysis · Full analysis span regression · 6 months rolling