+243.3%
HL vs AVAV
+44.7%
+198.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.9% | -3.9% | -1.6% |
| 7D | +7.1% | +3.2% | +3.9% | +6.4% |
| 30D | +21.4% | -20.3% | +41.8% | +26.7% |
| 3M | +37.4% | -19.4% | +56.9% | +41.7% |
| 6M | +0.4% | -35.3% | +35.7% | +7.2% |
| YTD | +6.7% | -38.5% | +45.2% | +13.1% |
| 1Y | +102.4% | -37.2% | +139.6% | +110.8% |
| 3Y | +417.4% | +31.1% | +386.3% | +335.8% |
| 5Y | +243.3% | +41.0% | +202.3% | +170.4% |
| All | +243.3% | +44.7% | +198.6% | +170.4% |
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