+162.5%
GIS vs AVAV
+478.6%
-316.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.7% | -0.7% | -2.4% |
| 7D | -7.8% | -2.2% | -5.6% | -7.8% |
| 30D | +6.6% | -13.9% | +20.5% | +7.2% |
| 3M | +21.0% | -29.2% | +50.2% | +22.3% |
| 6M | -9.1% | -36.1% | +27.1% | -7.9% |
| YTD | -13.6% | -40.2% | +26.6% | -12.7% |
| 1Y | -18.0% | -36.2% | +18.2% | -17.8% |
| 3Y | -33.7% | +47.5% | -81.2% | -38.0% |
| 5Y | -19.4% | +39.3% | -58.7% | -25.7% |
| 10Y | -21.3% | +482.6% | -503.8% | -38.9% |
| All | +162.5% | +478.6% | -316.1% | +84.8% |
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 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