-36.2%
AVAV vs WU
-8.3%
-27.9%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.8% | -1.7% |
| 7D | -2.2% | -0.8% | -1.4% | -2.2% |
| 30D | -13.9% | -1.1% | -12.8% | -13.8% |
| 3M | -29.2% | -3.9% | -25.4% | -29.7% |
| 6M | -36.1% | -20.7% | -15.5% | -36.4% |
| YTD | -40.2% | -18.4% | -21.8% | -40.4% |
| 1Y | -36.2% | -8.1% | -28.1% | -36.4% |
| All | -36.2% | -8.3% | -27.9% | -36.4% |
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