+677.2%
HDB vs AVAV
+351.0%
+326.2%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +10.5% | -8.7% | +0.2% |
| 7D | +13.3% | -10.6% | +23.9% | +14.9% |
| 30D | +13.6% | -18.8% | +32.3% | +16.7% |
| 3M | +5.8% | -34.1% | +39.9% | +11.8% |
| 6M | -1.9% | -35.3% | +33.4% | +2.2% |
| YTD | -31.2% | -53.4% | +22.2% | -26.3% |
| 1Y | -29.6% | -65.6% | +36.1% | -20.7% |
| 3Y | -10.1% | -5.1% | -5.0% | -21.0% |
| 5Y | -24.3% | +18.5% | -42.9% | -39.9% |
| 10Y | +59.3% | +369.8% | -310.6% | -19.2% |
| All | +677.2% | +351.0% | +326.2% | +205.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling