+316.4%
DIS vs AVAV
+352.9%
-36.5%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -8.3% | +12.5% | +5.5% |
| 7D | +9.1% | -10.1% | +19.2% | +10.7% |
| 30D | +14.8% | -18.7% | +33.5% | +18.2% |
| 3M | +21.2% | -33.0% | +54.2% | +28.2% |
| 6M | +18.3% | -37.2% | +55.5% | +24.5% |
| YTD | +5.4% | -53.2% | +58.5% | +13.9% |
| 1Y | +8.3% | -69.0% | +77.2% | +24.9% |
| 3Y | +44.2% | -5.5% | +49.7% | +29.4% |
| 5Y | -28.0% | +20.1% | -48.1% | -40.7% |
| 10Y | +39.6% | +371.8% | -332.1% | -18.7% |
| All | +316.4% | +352.9% | -36.5% | +116.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling