+508.8%
AVAV vs XHB
+204.2%
+304.5%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.4% | +5.3% | +4.2% |
| 7D | +3.2% | +0.2% | +3.0% | +3.0% |
| 30D | -20.3% | -9.1% | -11.3% | -15.9% |
| 3M | -19.4% | -2.3% | -17.1% | -18.5% |
| 6M | -35.3% | -4.1% | -31.1% | -33.9% |
| YTD | -38.5% | -1.7% | -36.8% | -38.1% |
| 1Y | -37.2% | -15.1% | -22.1% | -31.7% |
| 3Y | +31.1% | +26.8% | +4.3% | +7.6% |
| 5Y | +41.0% | +37.3% | +3.7% | +6.5% |
| 10Y | +508.8% | +205.7% | +303.1% | +166.2% |
| All | +508.8% | +204.2% | +304.5% | +166.2% |
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