+400.9%
DELL vs AVAV
+2.7%
+398.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +12.6% | -7.2% | +2.9% |
| 7D | -11.8% | +3.2% | -15.0% | -12.3% |
| 30D | -40.8% | -7.4% | -33.4% | -40.0% |
| 3M | -23.6% | -32.0% | +8.4% | -18.7% |
| 6M | +33.4% | -24.6% | +57.9% | +37.0% |
| YTD | +178.0% | -47.5% | +225.5% | +194.7% |
| 1Y | +138.6% | -61.5% | +200.0% | +169.2% |
| 3Y | +400.9% | +5.5% | +395.4% | +365.8% |
| All | +400.9% | +2.7% | +398.2% | +365.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling