+419.8%
AVAV vs XHB
+234.6%
+185.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.8% |
| 7D | +9.9% | -4.1% | +14.0% | +12.1% |
| 30D | -5.4% | +9.6% | -15.0% | -9.2% |
| 3M | -36.5% | -6.0% | -30.5% | -35.0% |
| 6M | -25.3% | +2.2% | -27.5% | -26.1% |
| YTD | -48.6% | +1.1% | -49.7% | -49.0% |
| 1Y | -62.1% | -1.7% | -60.4% | -62.1% |
| 3Y | +2.3% | +36.5% | -34.1% | -12.7% |
| 5Y | +35.4% | +33.5% | +1.9% | +14.8% |
| 10Y | +345.1% | +240.9% | +104.2% | +160.5% |
| All | +419.8% | +234.6% | +185.3% | +180.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling