+20.2%
BIL vs AVAV
+35.3%
-15.1%
0.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | 0.0% |
| 7D | +0.1% | +9.9% | -9.8% | +0.1% |
| 30D | +0.3% | -5.4% | +5.7% | +0.3% |
| 3M | +0.9% | -36.5% | +37.5% | +0.9% |
| 6M | +1.9% | -25.3% | +27.1% | +1.9% |
| YTD | +3.1% | -48.6% | +51.7% | +3.1% |
| 1Y | +3.7% | -62.1% | +65.8% | +3.7% |
| 3Y | +13.8% | +2.3% | +11.5% | +13.8% |
| 5Y | +20.2% | +35.4% | -15.1% | +20.2% |
| All | +20.2% | +35.3% | -15.1% | +20.2% |
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