-35.7%
HDB vs AVAV
+39.7%
-75.4%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | -0.3% |
| 7D | +0.4% | -2.2% | +2.7% | +0.5% |
| 30D | -2.8% | -13.9% | +11.1% | -2.2% |
| 3M | -3.5% | -29.2% | +25.7% | -2.2% |
| 6M | -24.7% | -36.1% | +11.4% | -23.5% |
| YTD | -36.6% | -40.2% | +3.6% | -35.8% |
| 1Y | -34.4% | -36.2% | +1.8% | -34.3% |
| 3Y | -24.4% | +47.5% | -71.9% | -31.0% |
| All | -35.7% | +39.7% | -75.4% | -39.8% |
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