+6.7%
HD vs AVAV
+28.1%
-21.4%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.7% | +2.9% | +0.4% |
| 7D | +1.5% | +4.2% | -2.7% | +1.1% |
| 30D | +18.0% | -2.6% | +20.5% | +17.9% |
| 3M | +2.8% | -38.0% | +40.8% | +6.8% |
| 6M | +17.0% | -27.0% | +44.0% | +18.7% |
| YTD | +3.5% | -51.4% | +54.9% | +7.8% |
| 1Y | -2.6% | -60.2% | +57.6% | +3.3% |
| 3Y | +30.7% | -6.7% | +37.4% | +18.9% |
| All | +6.7% | +28.1% | -21.4% | -11.7% |
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