+53.9%
BEN vs AVAV
+423.1%
-369.2%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +12.6% | -6.2% | +4.2% |
| 7D | +12.2% | +3.2% | +9.0% | +11.4% |
| 30D | +12.1% | -7.4% | +19.5% | +13.1% |
| 3M | +7.3% | -32.0% | +39.3% | +13.6% |
| 6M | +17.9% | -24.6% | +42.4% | +20.5% |
| YTD | +55.4% | -47.5% | +103.0% | +65.5% |
| 1Y | +69.3% | -61.5% | +130.8% | +90.3% |
| 3Y | +82.8% | +5.5% | +77.4% | +57.1% |
| 5Y | +28.8% | +35.7% | -7.0% | -0.5% |
| 10Y | +53.9% | +379.1% | -325.2% | -11.7% |
| All | +53.9% | +423.1% | -369.2% | -11.7% |
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