+863.5%
DE vs AVAV
+478.0%
+385.5%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.4% | +4.8% | +0.3% |
| 7D | -3.0% | -3.2% | +0.1% | -2.6% |
| 30D | +11.1% | -25.6% | +36.7% | +15.9% |
| 3M | +17.6% | -20.2% | +37.8% | +20.1% |
| 6M | +13.6% | -38.1% | +51.6% | +19.6% |
| YTD | +46.3% | -41.8% | +88.1% | +53.0% |
| 1Y | +44.2% | -39.0% | +83.2% | +47.6% |
| 3Y | +76.6% | +24.1% | +52.5% | +49.7% |
| 5Y | +98.2% | +53.0% | +45.2% | +52.7% |
| 10Y | +863.5% | +493.8% | +369.7% | +451.4% |
| All | +863.5% | +478.0% | +385.5% | +451.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling