+23.8%
GH vs AVAV
+44.7%
-20.9%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.9% | -3.1% | -1.0% |
| 7D | -2.1% | +3.2% | -5.3% | -2.9% |
| 30D | -4.5% | -20.3% | +15.9% | +0.9% |
| 3M | +28.9% | -19.4% | +48.3% | +33.3% |
| 6M | +76.5% | -35.3% | +111.8% | +91.8% |
| YTD | +57.6% | -38.5% | +96.1% | +68.5% |
| 1Y | +167.5% | -37.2% | +204.7% | +176.5% |
| 3Y | +377.4% | +31.1% | +346.3% | +242.1% |
| 5Y | +23.8% | +41.0% | -17.2% | -32.5% |
| All | +23.8% | +44.7% | -20.9% | -32.5% |
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