+232.1%
HPE vs AVAV
+18.1%
+213.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +10.5% | -9.1% | -0.2% |
| 7D | -18.7% | -10.6% | -8.1% | -17.4% |
| 30D | -37.9% | -18.8% | -19.1% | -36.0% |
| 3M | -14.4% | -34.1% | +19.7% | -9.5% |
| 6M | +48.2% | -35.3% | +83.6% | +54.8% |
| YTD | +88.6% | -53.4% | +142.0% | +101.8% |
| 1Y | +94.8% | -65.6% | +160.4% | +119.0% |
| 3Y | +202.7% | -5.1% | +207.8% | +176.7% |
| All | +232.1% | +18.1% | +213.9% | +181.7% |
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 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