+67.6%
EFA vs AVAV
+2.7%
+64.9%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +12.6% | -9.6% | +2.2% |
| 7D | +1.2% | +3.2% | -1.9% | +0.9% |
| 30D | +1.5% | -7.4% | +8.9% | +1.8% |
| 3M | -3.3% | -32.0% | +28.7% | -1.1% |
| 6M | +2.6% | -24.6% | +27.1% | +3.6% |
| YTD | +11.0% | -47.5% | +58.5% | +14.0% |
| 1Y | +15.1% | -61.5% | +76.6% | +20.7% |
| 3Y | +67.6% | +5.5% | +62.2% | +58.7% |
| All | +67.6% | +2.7% | +64.9% | +58.7% |
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