-10.1%
HDB vs AVAV
-5.8%
-4.3%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +10.5% | -8.7% | +1.6% |
| 7D | +13.3% | -10.6% | +23.9% | +13.6% |
| 30D | +13.6% | -18.8% | +32.3% | +14.0% |
| 3M | +5.8% | -34.1% | +39.9% | +6.7% |
| 6M | -1.9% | -35.3% | +33.4% | -1.3% |
| YTD | -31.2% | -53.4% | +22.2% | -30.4% |
| 1Y | -29.6% | -65.6% | +36.1% | -27.8% |
| 3Y | -10.1% | -5.1% | -5.0% | -16.9% |
| All | -10.1% | -5.8% | -4.3% | -16.9% |
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 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