+495.9%
HPE vs AVAV
+516.1%
-20.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +2.9% | +4.9% | +7.2% |
| 7D | +10.1% | +3.2% | +6.9% | +9.6% |
| 30D | +5.3% | -20.3% | +25.6% | +9.4% |
| 3M | +12.7% | -19.4% | +32.1% | +15.3% |
| 6M | +167.7% | -35.3% | +202.9% | +182.4% |
| YTD | +135.5% | -38.5% | +173.9% | +144.9% |
| 1Y | +143.4% | -37.2% | +180.6% | +149.6% |
| 3Y | +249.2% | +31.1% | +218.1% | +196.1% |
| 5Y | +343.8% | +41.0% | +302.8% | +253.8% |
| 10Y | +495.9% | +508.8% | -12.9% | +229.6% |
| All | +495.9% | +516.1% | -20.2% | +229.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling