+27.7%
AVAV vs WU
-43.8%
+71.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.4% | -4.1% | -3.0% |
| 7D | +4.2% | -2.0% | +6.3% | +4.5% |
| 30D | -2.6% | +11.4% | -14.0% | -4.9% |
| 3M | -38.0% | -6.8% | -31.1% | -37.3% |
| 6M | -27.0% | -14.6% | -12.4% | -25.6% |
| YTD | -51.4% | -20.6% | -30.8% | -49.9% |
| 1Y | -60.2% | -15.4% | -44.9% | -59.7% |
| 3Y | -6.7% | -23.6% | +17.0% | -5.5% |
| All | +27.7% | -43.8% | +71.5% | +30.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling