+390.5%
GE vs AVAV
+18.1%
+372.3%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +10.5% | -7.8% | +1.3% |
| 7D | +7.1% | -10.6% | +17.7% | +8.5% |
| 30D | +6.5% | -18.8% | +25.3% | +9.2% |
| 3M | -13.6% | -34.1% | +20.5% | -9.1% |
| 6M | +6.0% | -35.3% | +41.3% | +10.5% |
| YTD | +5.4% | -53.4% | +58.8% | +12.9% |
| 1Y | +6.5% | -65.6% | +72.1% | +19.2% |
| 3Y | +268.6% | -5.1% | +273.7% | +242.2% |
| All | +390.5% | +18.1% | +372.3% | +311.5% |
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