+5.8%
HD vs AVAV
+48.2%
-42.5%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.7% | +2.7% | +1.0% |
| 7D | -2.1% | -2.2% | +0.2% | -1.9% |
| 30D | -8.4% | -13.9% | +5.5% | -7.7% |
| 3M | +4.3% | -29.2% | +33.6% | +6.0% |
| 6M | -11.1% | -36.1% | +25.0% | -9.6% |
| YTD | -4.7% | -40.2% | +35.5% | -3.1% |
| 1Y | -19.8% | -36.2% | +16.4% | -19.4% |
| All | +5.8% | +48.2% | -42.5% | -0.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling