+47.1%
EQT vs AVAV
+519.3%
-472.2%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.6% |
| 7D | -2.0% | +1.4% | -3.4% | -2.2% |
| 30D | 0.0% | -24.3% | +24.3% | +3.6% |
| 3M | +5.9% | -20.1% | +26.1% | +8.0% |
| 6M | -14.8% | -29.4% | +14.6% | -12.4% |
| YTD | +1.8% | -39.3% | +41.1% | +4.6% |
| 1Y | +7.4% | -39.3% | +46.7% | +9.4% |
| 3Y | +33.6% | +29.5% | +4.2% | +14.7% |
| 5Y | +199.3% | +56.3% | +143.0% | +140.2% |
| All | +47.1% | +519.3% | -472.2% | -12.9% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling