+28.7%
DOV vs AVAV
+28.1%
+0.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.7% | +3.0% | +0.5% |
| 7D | +3.0% | +4.2% | -1.2% | +2.6% |
| 30D | +8.6% | -2.6% | +11.2% | +8.6% |
| 3M | +1.9% | -38.0% | +39.8% | +5.9% |
| 6M | -1.7% | -27.0% | +25.3% | -0.4% |
| YTD | +8.3% | -51.4% | +59.7% | +12.8% |
| 1Y | +16.6% | -60.2% | +76.8% | +23.9% |
| 3Y | +65.1% | -6.7% | +71.8% | +51.9% |
| All | +28.7% | +28.1% | +0.6% | +9.7% |
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