+508.8%
AVAV vs WWD
+476.2%
+32.5%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.0% | +4.9% | +3.7% |
| 7D | +3.2% | +0.8% | +2.4% | +2.8% |
| 30D | -20.3% | -6.4% | -13.9% | -18.0% |
| 3M | -19.4% | -5.6% | -13.8% | -17.9% |
| 6M | -35.3% | -9.1% | -26.2% | -33.5% |
| YTD | -38.5% | +12.5% | -51.0% | -42.8% |
| 1Y | -37.2% | +41.3% | -78.5% | -47.1% |
| 3Y | +31.1% | +170.2% | -139.1% | -17.3% |
| 5Y | +41.0% | +192.5% | -151.5% | -15.9% |
| 10Y | +508.8% | +476.9% | +31.9% | +142.2% |
| All | +508.8% | +476.2% | +32.5% | +142.2% |
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