+205.5%
HD vs AVAV
+479.1%
-273.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.7% | +2.7% | +1.1% |
| 7D | -2.1% | -2.2% | +0.2% | -1.8% |
| 30D | -8.4% | -13.9% | +5.5% | -6.9% |
| 3M | +4.3% | -29.2% | +33.6% | +7.8% |
| 6M | -11.1% | -36.1% | +25.0% | -7.6% |
| YTD | -4.7% | -40.2% | +35.5% | -1.4% |
| 1Y | -19.8% | -36.2% | +16.4% | -18.7% |
| 3Y | +4.1% | +47.5% | -43.4% | -11.1% |
| 5Y | +10.3% | +39.3% | -29.0% | -8.1% |
| All | +205.5% | +479.1% | -273.5% | +93.9% |
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