+202.7%
HPE vs AVAV
-5.8%
+208.5%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +10.5% | -9.1% | -0.4% |
| 7D | -18.7% | -10.6% | -8.1% | -17.2% |
| 30D | -37.9% | -18.8% | -19.1% | -35.8% |
| 3M | -14.4% | -34.1% | +19.7% | -9.0% |
| 6M | +48.2% | -35.3% | +83.6% | +55.4% |
| YTD | +88.6% | -53.4% | +142.0% | +102.2% |
| 1Y | +94.8% | -65.6% | +160.4% | +123.3% |
| 3Y | +202.7% | -5.1% | +207.8% | +143.7% |
| All | +202.7% | -5.8% | +208.5% | +143.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling