+42.5%
BEN vs AVAV
+39.7%
+2.8%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.7% | +5.3% | +3.7% |
| 7D | +0.2% | -2.2% | +2.5% | +0.5% |
| 30D | -0.5% | -13.9% | +13.4% | +1.0% |
| 3M | +9.7% | -29.2% | +39.0% | +13.3% |
| 6M | +33.9% | -36.1% | +70.0% | +39.1% |
| YTD | +49.0% | -40.2% | +89.2% | +54.2% |
| 1Y | +42.1% | -36.2% | +78.3% | +44.2% |
| 3Y | +51.9% | +47.5% | +4.3% | +27.2% |
| All | +42.5% | +39.7% | +2.8% | +15.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling