+694.6%
DELL vs AVAV
+31.0%
+663.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.9% | -1.0% | +1.4% |
| 7D | +25.6% | +3.2% | +22.4% | +25.0% |
| 30D | +17.7% | -20.3% | +38.0% | +22.0% |
| 3M | +33.4% | -19.4% | +52.9% | +36.5% |
| 6M | +266.2% | -35.3% | +301.5% | +283.9% |
| YTD | +328.0% | -38.5% | +366.5% | +342.3% |
| 1Y | +339.6% | -37.2% | +376.8% | +352.2% |
| 3Y | +694.6% | +31.1% | +663.5% | +631.8% |
| All | +694.6% | +31.0% | +663.6% | +631.8% |
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 2023-09-08 to 2026-09-08: 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling