+379.1%
AVAV vs WU
-36.4%
+415.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | -0.3% | +12.9% | +12.7% |
| 7D | +3.2% | +9.1% | -5.9% | +0.2% |
| 30D | -7.4% | +12.1% | -19.5% | -10.8% |
| 3M | -32.0% | +0.3% | -32.3% | -32.6% |
| 6M | -24.6% | -19.1% | -5.4% | -21.2% |
| YTD | -47.5% | -19.2% | -28.3% | -45.4% |
| 1Y | -61.5% | -15.3% | -46.2% | -60.7% |
| 3Y | +5.5% | -21.3% | +26.8% | +6.8% |
| 5Y | +35.7% | -41.7% | +77.4% | +50.7% |
| 10Y | +379.1% | -36.0% | +415.1% | +394.4% |
| All | +379.1% | -36.4% | +415.5% | +394.4% |
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 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