+8.5%
DT vs AVAV
+48.2%
-39.7%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.7% | +0.1% | -1.5% |
| 7D | -3.3% | -2.2% | -1.1% | -3.1% |
| 30D | +2.0% | -13.9% | +16.0% | +3.0% |
| 3M | +20.0% | -29.2% | +49.2% | +22.4% |
| 6M | +39.3% | -36.1% | +75.4% | +42.2% |
| YTD | +19.8% | -40.2% | +60.0% | +22.0% |
| 1Y | +4.3% | -36.2% | +40.5% | +5.7% |
| All | +8.5% | +48.2% | -39.7% | +1.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling