+16.9%
EFA vs AVAV
-68.0%
+84.9%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -8.3% | +10.9% | +3.0% |
| 7D | +2.0% | -10.1% | +12.1% | +2.5% |
| 30D | +1.6% | -18.7% | +20.3% | +2.8% |
| 3M | -1.5% | -33.0% | +31.5% | +0.7% |
| 6M | +6.6% | -37.2% | +43.8% | +9.0% |
| YTD | +11.8% | -53.2% | +65.0% | +15.9% |
| 1Y | +16.9% | -69.0% | +85.8% | +25.8% |
| All | +16.9% | -68.0% | +84.9% | +25.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling