+99.2%
DE vs AVAV
+39.7%
+59.6%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.6% | 0.0% |
| 7D | +10.0% | -2.2% | +12.3% | +10.2% |
| 30D | +13.3% | -13.9% | +27.3% | +14.7% |
| 3M | +17.5% | -29.2% | +46.7% | +20.6% |
| 6M | +13.6% | -36.1% | +49.7% | +17.1% |
| YTD | +49.8% | -40.2% | +90.0% | +54.0% |
| 1Y | +47.9% | -36.2% | +84.1% | +49.3% |
| 3Y | +72.5% | +47.5% | +25.0% | +48.7% |
| All | +99.2% | +39.7% | +59.6% | +66.5% |
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