+58.3%
DIA vs AVAV
+35.3%
+22.9%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.5% |
| 7D | -1.6% | +9.9% | -11.5% | -2.4% |
| 30D | +1.3% | -5.4% | +6.7% | +1.5% |
| 3M | -2.1% | -36.5% | +34.5% | +1.1% |
| 6M | +6.2% | -25.3% | +31.5% | +7.4% |
| YTD | +10.3% | -48.6% | +58.9% | +13.8% |
| 1Y | +11.0% | -62.1% | +73.1% | +17.3% |
| 3Y | +60.4% | +2.3% | +58.1% | +49.7% |
| All | +58.3% | +35.3% | +22.9% | +38.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling