+27.7%
AVAV vs WWD
+187.3%
-159.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -2.5% |
| 7D | +4.2% | +4.0% | +0.3% | +2.6% |
| 30D | -2.6% | +0.4% | -3.0% | -2.5% |
| 3M | -38.0% | -7.9% | -30.0% | -35.5% |
| 6M | -27.0% | -10.6% | -16.4% | -23.7% |
| YTD | -51.4% | +9.4% | -60.8% | -55.0% |
| 1Y | -60.2% | +25.7% | -86.0% | -65.7% |
| 3Y | -6.7% | +148.5% | -155.2% | -43.7% |
| All | +27.7% | +187.3% | -159.6% | -34.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling