+73.7%
BEN vs AVAV
+478.6%
-404.9%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.7% | +5.3% | +3.9% |
| 7D | +0.2% | -2.2% | +2.5% | +0.7% |
| 30D | -0.5% | -13.9% | +13.4% | +2.1% |
| 3M | +9.7% | -29.2% | +39.0% | +15.8% |
| 6M | +33.9% | -36.1% | +70.0% | +42.6% |
| YTD | +49.0% | -40.2% | +89.2% | +57.4% |
| 1Y | +42.1% | -36.2% | +78.3% | +45.7% |
| 3Y | +51.9% | +47.5% | +4.3% | +18.6% |
| 5Y | +39.0% | +39.3% | -0.2% | +4.2% |
| 10Y | +57.9% | +482.6% | -424.7% | -26.9% |
| All | +73.7% | +478.6% | -404.9% | -34.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling