+4,177.7%
DELL vs AVAV
+478.0%
+3,699.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.4% | +5.6% | +1.2% |
| 7D | +8.7% | -3.2% | +11.9% | +9.3% |
| 30D | +16.9% | -25.6% | +42.5% | +22.8% |
| 3M | +40.4% | -20.2% | +60.7% | +44.1% |
| 6M | +267.1% | -38.1% | +305.1% | +290.0% |
| YTD | +329.1% | -41.8% | +370.9% | +351.5% |
| 1Y | +346.9% | -39.0% | +386.0% | +364.7% |
| 3Y | +696.6% | +24.1% | +672.6% | +602.3% |
| 5Y | +1,106.2% | +53.0% | +1,053.1% | +887.8% |
| 10Y | +4,177.7% | +493.8% | +3,683.9% | +2,725.1% |
| All | +4,177.7% | +478.0% | +3,699.7% | +2,725.1% |
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