-62.0%
AVAV vs WU
-15.7%
-46.2%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | -0.3% | +12.9% | +12.6% |
| 7D | +3.2% | +9.1% | -5.9% | +3.2% |
| 30D | -7.4% | +12.1% | -19.5% | -7.6% |
| 3M | -32.0% | +0.3% | -32.3% | -31.7% |
| 6M | -24.6% | -19.1% | -5.4% | -24.5% |
| YTD | -47.5% | -19.2% | -28.3% | -47.9% |
| All | -62.0% | -15.7% | -46.2% | -62.2% |
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