+508.8%
AVAV vs WU
-41.4%
+550.1%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.5% | +5.4% | +3.6% |
| 7D | +3.2% | -0.8% | +4.0% | +3.4% |
| 30D | -20.3% | -1.1% | -19.2% | -20.2% |
| 3M | -19.4% | -1.8% | -17.6% | -20.2% |
| 6M | -35.3% | -23.9% | -11.3% | -30.8% |
| YTD | -38.5% | -20.4% | -18.1% | -35.4% |
| 1Y | -37.2% | -10.6% | -26.6% | -37.0% |
| 3Y | +31.1% | -27.7% | +58.8% | +37.6% |
| 5Y | +41.0% | -51.1% | +92.2% | +68.2% |
| 10Y | +508.8% | -40.7% | +549.5% | +559.9% |
| All | +508.8% | -41.4% | +550.1% | +559.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling