+171.7%
EQX vs AVAV
+24.3%
+147.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -5.4% | +7.0% | +2.3% |
| 7D | +1.7% | -3.2% | +4.9% | +2.1% |
| 30D | +11.1% | -25.6% | +36.7% | +14.9% |
| 3M | +23.1% | -20.2% | +43.3% | +25.6% |
| 6M | -21.8% | -38.1% | +16.2% | -18.6% |
| YTD | -8.1% | -41.8% | +33.7% | -5.1% |
| 1Y | +29.7% | -39.0% | +68.7% | +31.8% |
| All | +171.7% | +24.3% | +147.3% | +116.4% |
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