+28.1%
BEN vs AVAV
+31.5%
-3.4%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.9% | +1.6% | -0.9% |
| 7D | +11.3% | +18.4% | -7.0% | +9.1% |
| 30D | +15.0% | -4.9% | +20.0% | +15.4% |
| 3M | +7.8% | -37.7% | +45.5% | +13.4% |
| 6M | +15.5% | -28.4% | +43.9% | +18.1% |
| YTD | +55.4% | -50.0% | +105.4% | +63.6% |
| 1Y | +63.3% | -62.6% | +125.9% | +78.3% |
| 3Y | +83.4% | -0.6% | +84.0% | +63.1% |
| 5Y | +28.1% | +31.9% | -3.9% | +2.4% |
| All | +28.1% | +31.5% | -3.4% | +2.4% |
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