+374.7%
EME vs AVAV
+18.1%
+356.5%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +10.5% | -8.3% | +0.6% |
| 7D | -10.5% | -10.6% | +0.1% | -9.0% |
| 30D | -22.4% | -18.8% | -3.6% | -20.1% |
| 3M | -24.7% | -34.1% | +9.4% | -20.3% |
| 6M | -35.5% | -35.3% | -0.1% | -32.5% |
| YTD | -0.3% | -53.4% | +53.1% | +7.3% |
| 1Y | -6.7% | -65.6% | +58.9% | +5.2% |
| 3Y | +190.6% | -5.1% | +195.7% | +176.9% |
| All | +374.7% | +18.1% | +356.5% | +322.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling