+37.2%
HBAN vs AVAV
+44.7%
-7.5%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.9% | -4.4% | -1.9% |
| 7D | +2.1% | +3.2% | -1.1% | +1.7% |
| 30D | -4.5% | -20.3% | +15.8% | -2.5% |
| 3M | +2.6% | -19.4% | +22.0% | +4.0% |
| 6M | +4.7% | -35.3% | +40.0% | +8.1% |
| YTD | -1.5% | -38.5% | +37.0% | +0.9% |
| 1Y | -1.9% | -37.2% | +35.3% | -0.7% |
| 3Y | +75.2% | +31.1% | +44.1% | +55.0% |
| 5Y | +37.2% | +41.0% | -3.8% | +17.8% |
| All | +37.2% | +44.7% | -7.5% | +17.8% |
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 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