-1.5%
BND vs AVAV
+34.3%
-35.8%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +12.6% | -12.6% | -0.1% |
| 7D | +0.4% | +3.2% | -2.7% | +0.3% |
| 30D | +2.0% | -7.4% | +9.4% | +2.1% |
| 3M | -0.4% | -32.0% | +31.6% | +0.1% |
| 6M | -0.9% | -24.6% | +23.6% | -0.7% |
| YTD | -0.3% | -47.5% | +47.2% | +0.2% |
| 1Y | 0.0% | -61.5% | +61.5% | +1.0% |
| 3Y | +15.1% | +5.5% | +9.6% | +13.2% |
| 5Y | -1.5% | +35.7% | -37.3% | -4.6% |
| All | -1.5% | +34.3% | -35.8% | -4.6% |
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 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