+16.1%
DG vs AVAV
-32.4%
+48.5%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +10.5% | -13.5% | -3.2% |
| 7D | +1.1% | -10.6% | +11.7% | +1.4% |
| 30D | +9.5% | -18.8% | +28.3% | +10.5% |
| 3M | +5.5% | -34.1% | +39.6% | +7.5% |
| 6M | +16.1% | -35.3% | +51.4% | +18.5% |
| All | +16.1% | -32.4% | +48.5% | +18.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling