+379.1%
AVAV vs WWD
+494.7%
-115.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +4.9% | +7.7% | +10.5% |
| 7D | +3.2% | +4.2% | -1.0% | +1.9% |
| 30D | -7.4% | -0.8% | -6.6% | -6.8% |
| 3M | -32.0% | -8.2% | -23.8% | -29.5% |
| 6M | -24.6% | -9.8% | -14.7% | -21.7% |
| YTD | -47.5% | +10.4% | -57.9% | -50.7% |
| 1Y | -61.5% | +25.5% | -87.0% | -65.8% |
| 3Y | +5.5% | +155.8% | -150.3% | -31.4% |
| 5Y | +35.7% | +187.3% | -151.6% | -17.7% |
| 10Y | +379.1% | +462.7% | -83.6% | +137.5% |
| All | +379.1% | +494.7% | -115.6% | +137.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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