+504.5%
AVAV vs WWD
+1,929.4%
-1,425.0%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.1% | -2.8% | -2.1% |
| 7D | -2.2% | +1.3% | -3.5% | -2.7% |
| 30D | -13.9% | -7.2% | -6.8% | -11.6% |
| 3M | -29.2% | -3.8% | -25.4% | -28.5% |
| 6M | -36.1% | -9.9% | -26.2% | -34.5% |
| YTD | -40.2% | +14.8% | -55.0% | -43.9% |
| 1Y | -36.2% | +42.1% | -78.3% | -44.5% |
| 3Y | +47.5% | +170.8% | -123.3% | +1.7% |
| 5Y | +39.3% | +197.5% | -158.2% | -8.3% |
| 10Y | +482.6% | +477.8% | +4.7% | +192.4% |
| All | +504.5% | +1,929.4% | -1,425.0% | +107.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling