+17.6%
DIS vs AVAV
-43.9%
+61.5%
-13.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -9.8% | +8.4% | -0.9% |
| 7D | +5.7% | -24.3% | +30.0% | +7.4% |
| 30D | +12.7% | -28.9% | +41.6% | +14.9% |
| 3M | +15.2% | -39.3% | +54.5% | +18.7% |
| 6M | +17.6% | -38.8% | +56.3% | +20.4% |
| All | +17.6% | -43.9% | +61.5% | +20.4% |
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 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