-5.1%
AVAV vs WU
-21.7%
+16.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | -2.0% | +12.5% | +10.5% |
| 7D | -10.6% | +11.7% | -22.3% | -11.1% |
| 30D | -18.8% | +12.6% | -31.4% | -19.3% |
| 3M | -34.1% | -0.5% | -33.6% | -34.0% |
| 6M | -35.3% | -18.2% | -17.1% | -34.8% |
| YTD | -53.4% | -19.0% | -34.4% | -53.1% |
| 1Y | -65.6% | -16.7% | -49.0% | -65.5% |
| 3Y | -5.1% | -21.0% | +16.0% | -3.1% |
| All | -5.1% | -21.7% | +16.6% | -3.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling