+465.6%
ED vs AVAV
+308.3%
+157.3%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -9.8% | +10.8% | +1.4% |
| 7D | +5.2% | -24.3% | +29.5% | +6.3% |
| 30D | +15.5% | -28.9% | +44.4% | +17.1% |
| 3M | +13.0% | -39.3% | +52.3% | +15.2% |
| 6M | +13.1% | -38.8% | +51.9% | +14.7% |
| YTD | +25.3% | -57.8% | +83.1% | +28.4% |
| 1Y | +30.5% | -70.9% | +101.4% | +36.2% |
| 3Y | +49.3% | -14.8% | +64.1% | +43.8% |
| 5Y | +84.6% | +7.3% | +77.3% | +72.4% |
| 10Y | +135.4% | +325.3% | -189.9% | +91.7% |
| All | +465.6% | +308.3% | +157.3% | +321.7% |
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 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