+178.5%
EXE vs AVAV
+1.8%
+176.7%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.6% | -1.0% |
| 7D | -0.3% | -2.2% | +2.0% | -0.1% |
| 30D | +8.5% | -13.9% | +22.4% | +9.7% |
| 3M | +5.5% | -29.2% | +34.7% | +7.8% |
| 6M | -5.9% | -36.1% | +30.2% | -3.4% |
| YTD | -9.7% | -40.2% | +30.5% | -8.6% |
| 1Y | +3.6% | -36.2% | +39.8% | +3.2% |
| 3Y | +18.0% | +47.5% | -29.5% | -1.2% |
| 5Y | +109.4% | +39.3% | +70.1% | +73.8% |
| All | +178.5% | +1.8% | +176.7% | +142.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling