+32.6%
HD vs AVAV
+2.7%
+29.9%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +12.6% | -9.7% | +2.2% |
| 7D | +3.6% | +3.2% | +0.4% | +3.3% |
| 30D | +21.6% | -7.4% | +29.0% | +21.9% |
| 3M | +0.1% | -32.0% | +32.1% | +2.1% |
| 6M | +13.0% | -24.6% | +37.6% | +14.0% |
| YTD | +4.9% | -47.5% | +52.5% | +7.3% |
| 1Y | -2.1% | -61.5% | +59.4% | +1.8% |
| 3Y | +32.6% | +5.5% | +27.1% | +25.3% |
| All | +32.6% | +2.7% | +29.9% | +25.3% |
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