+216.4%
ET vs AVAV
+31.5%
+184.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.9% | +2.7% | 0.0% |
| 7D | +3.0% | +18.4% | -15.3% | +1.7% |
| 30D | -3.5% | -4.9% | +1.5% | -3.3% |
| 3M | -5.6% | -37.7% | +32.0% | -2.8% |
| 6M | +0.5% | -28.4% | +29.0% | +1.8% |
| YTD | +26.3% | -50.0% | +76.4% | +29.8% |
| 1Y | +25.7% | -62.6% | +88.3% | +32.7% |
| 3Y | +85.1% | -0.6% | +85.7% | +68.5% |
| 5Y | +216.4% | +31.9% | +184.5% | +162.8% |
| All | +216.4% | +31.5% | +184.9% | +162.8% |
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