+25.3%
DG vs AVAV
-39.1%
+64.4%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.7% | +3.2% | +1.6% |
| 7D | +8.4% | -2.2% | +10.6% | +8.6% |
| 30D | +4.9% | -13.9% | +18.9% | +6.0% |
| 3M | +29.3% | -29.2% | +58.6% | +33.2% |
| 6M | -11.3% | -36.1% | +24.9% | -8.5% |
| YTD | +1.8% | -40.2% | +42.0% | +4.6% |
| 1Y | +25.3% | -36.2% | +61.5% | +19.4% |
| All | +25.3% | -39.1% | +64.4% | +19.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling