-22.2%
HDB vs AVAV
+28.1%
-50.3%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.7% | +3.2% | +0.6% |
| 7D | +2.7% | +4.2% | -1.5% | +2.5% |
| 30D | +14.1% | -2.6% | +16.7% | +14.1% |
| 3M | +11.8% | -38.0% | +49.8% | +13.9% |
| 6M | +8.2% | -27.0% | +35.2% | +8.8% |
| YTD | -29.3% | -51.4% | +22.1% | -28.0% |
| 1Y | -28.8% | -60.2% | +31.4% | -26.6% |
| 3Y | -7.5% | -6.7% | -0.8% | -12.8% |
| All | -22.2% | +28.1% | -50.3% | -29.3% |
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 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