+143.7%
HLT vs AVAV
+58.4%
+85.3%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.5% | -4.7% | -0.7% |
| 7D | -2.6% | -0.1% | -2.5% | -2.6% |
| 30D | -2.6% | -25.0% | +22.3% | -0.1% |
| 3M | -9.4% | -15.0% | +5.5% | -8.7% |
| 6M | +2.7% | -33.6% | +36.4% | +5.6% |
| YTD | +6.8% | -39.2% | +46.0% | +9.6% |
| 1Y | +12.4% | -40.5% | +52.8% | +14.4% |
| 3Y | +100.2% | +29.6% | +70.6% | +73.9% |
| 5Y | +143.7% | +56.7% | +87.0% | +103.6% |
| All | +143.7% | +58.4% | +85.3% | +103.6% |
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