+308.9%
AVAV vs XHB
+237.3%
+71.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.7% | -3.5% | -3.2% |
| 7D | +4.2% | -0.2% | +4.4% | +4.5% |
| 30D | -2.6% | +9.9% | -12.5% | -8.0% |
| 3M | -38.0% | -6.3% | -31.7% | -35.9% |
| 6M | -27.0% | +3.8% | -30.8% | -28.9% |
| YTD | -51.4% | +0.1% | -51.6% | -51.8% |
| 1Y | -60.2% | -0.8% | -59.4% | -60.6% |
| 3Y | -6.7% | +35.6% | -42.3% | -26.5% |
| 5Y | +28.3% | +29.6% | -1.2% | +0.7% |
| All | +308.9% | +237.3% | +71.6% | +71.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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