-18.0%
GIS vs AVAV
+423.1%
-441.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +12.6% | -14.4% | -1.8% |
| 7D | +0.4% | +3.2% | -2.8% | +0.4% |
| 30D | +10.1% | -7.4% | +17.5% | +10.2% |
| 3M | -3.7% | -32.0% | +28.4% | -3.4% |
| 6M | +4.3% | -24.6% | +28.8% | +4.5% |
| YTD | -19.8% | -47.5% | +27.7% | -19.5% |
| 1Y | -20.5% | -61.5% | +41.0% | -19.9% |
| 3Y | -38.3% | +5.5% | -43.8% | -40.0% |
| 5Y | -32.2% | +35.7% | -67.9% | -35.2% |
| 10Y | -18.0% | +379.1% | -397.1% | -26.5% |
| All | -18.0% | +423.1% | -441.1% | -26.5% |
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 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