+19.3%
EFA vs AVAV
-40.1%
+59.4%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -5.4% | +4.3% | -0.8% |
| 7D | -0.5% | -3.2% | +2.7% | -0.3% |
| 30D | -1.3% | -25.6% | +24.2% | +0.3% |
| 3M | +5.2% | -20.2% | +25.4% | +6.2% |
| 6M | +9.4% | -38.1% | +47.4% | +11.6% |
| YTD | +12.7% | -41.8% | +54.5% | +15.3% |
| 1Y | +19.3% | -39.0% | +58.3% | +21.2% |
| All | +19.3% | -40.1% | +59.4% | +21.2% |
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 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