+74.1%
DRI vs AVAV
+18.1%
+56.0%
-27.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +10.5% | -11.5% | -1.7% |
| 7D | +2.8% | -10.6% | +13.4% | +3.4% |
| 30D | +13.3% | -18.8% | +32.0% | +14.6% |
| 3M | +8.2% | -34.1% | +42.3% | +10.9% |
| 6M | +17.5% | -35.3% | +52.9% | +19.8% |
| YTD | +26.9% | -53.4% | +80.3% | +31.7% |
| 1Y | +31.6% | -65.6% | +97.2% | +39.7% |
| 3Y | +67.0% | -5.1% | +72.0% | +55.2% |
| All | +74.1% | +18.1% | +56.0% | +49.2% |
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