+21.9%
DIS vs AVAV
+479.1%
-457.2%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.7% | 0.0% | -1.5% |
| 7D | -2.6% | -2.2% | -0.4% | -2.3% |
| 30D | +3.5% | -13.9% | +17.4% | +5.4% |
| 3M | +6.8% | -29.2% | +36.1% | +10.8% |
| 6M | +3.0% | -36.1% | +39.1% | +7.5% |
| YTD | -6.7% | -40.2% | +33.5% | -3.1% |
| 1Y | -10.1% | -36.2% | +26.1% | -8.5% |
| 3Y | +33.0% | +47.5% | -14.5% | +11.5% |
| 5Y | -40.0% | +39.3% | -79.3% | -51.0% |
| All | +21.9% | +479.1% | -457.2% | -20.6% |
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