+58.3%
BEN vs AVAV
+358.8%
-300.4%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.7% | +3.9% | +1.6% |
| 7D | +12.1% | 0.0% | +12.2% | +11.9% |
| 30D | +13.4% | -9.9% | +23.3% | +15.0% |
| 3M | +9.4% | -34.7% | +44.1% | +16.6% |
| 6M | +19.3% | -26.6% | +45.9% | +22.5% |
| YTD | +57.3% | -48.9% | +106.2% | +68.2% |
| 1Y | +69.1% | -63.0% | +132.1% | +91.4% |
| 3Y | +85.6% | +1.6% | +84.1% | +60.6% |
| 5Y | +32.9% | +34.5% | -1.5% | +2.6% |
| 10Y | +58.3% | +359.3% | -301.0% | -9.1% |
| All | +58.3% | +358.8% | -300.4% | -9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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