+203.1%
FITB vs AVAV
+327.1%
-124.0%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.9% | +1.9% | -0.4% |
| 7D | +0.8% | +18.4% | -17.5% | -2.1% |
| 30D | +7.3% | -4.9% | +12.3% | +7.7% |
| 3M | -6.3% | -37.7% | +31.3% | +0.6% |
| 6M | +12.6% | -28.4% | +41.0% | +15.9% |
| YTD | +18.0% | -50.0% | +68.0% | +25.9% |
| 1Y | +28.9% | -62.6% | +91.5% | +44.8% |
| 3Y | +139.4% | -0.6% | +140.0% | +104.0% |
| 5Y | +47.2% | +31.9% | +15.3% | +10.7% |
| All | +203.1% | +327.1% | -124.0% | +59.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling