+70.4%
BEN vs AVAV
+351.0%
-280.6%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +10.5% | -5.7% | +2.6% |
| 7D | +6.6% | -10.6% | +17.2% | +8.8% |
| 30D | +3.8% | -18.8% | +22.6% | +8.0% |
| 3M | +0.2% | -34.1% | +34.3% | +8.1% |
| 6M | +10.4% | -35.3% | +45.8% | +17.2% |
| YTD | +46.2% | -53.4% | +99.6% | +61.6% |
| 1Y | +52.3% | -65.6% | +117.9% | +79.3% |
| 3Y | +65.9% | -5.1% | +71.0% | +43.2% |
| 5Y | +20.6% | +18.5% | +2.0% | -7.3% |
| 10Y | +64.8% | +369.8% | -305.0% | -20.8% |
| All | +70.4% | +351.0% | -280.6% | -32.9% |
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