+379.1%
AVAV vs WY
+6.7%
+372.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +0.7% | +11.9% | +12.3% |
| 7D | +3.2% | -0.8% | +3.9% | +3.1% |
| 30D | -7.4% | +10.6% | -18.0% | -11.6% |
| 3M | -32.0% | -16.6% | -15.4% | -27.5% |
| 6M | -24.6% | -8.6% | -16.0% | -23.1% |
| YTD | -47.5% | -8.4% | -39.1% | -46.5% |
| 1Y | -61.5% | -5.1% | -56.4% | -61.5% |
| 3Y | +5.5% | -21.9% | +27.4% | +10.9% |
| 5Y | +35.7% | -31.3% | +67.0% | +49.4% |
| 10Y | +379.1% | +3.6% | +375.5% | +362.9% |
| All | +379.1% | +6.7% | +372.4% | +362.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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