+157.6%
HPQ vs AVAV
+358.8%
-201.1%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.7% | +3.3% | +1.0% |
| 7D | +0.5% | 0.0% | +0.6% | +0.1% |
| 30D | -5.9% | -9.9% | +4.0% | -4.9% |
| 3M | -3.7% | -34.7% | +31.0% | +1.9% |
| 6M | +28.1% | -26.6% | +54.7% | +30.6% |
| YTD | +32.5% | -48.9% | +81.4% | +40.2% |
| 1Y | +18.1% | -63.0% | +81.1% | +31.9% |
| 3Y | +16.4% | +1.6% | +14.9% | +1.6% |
| 5Y | +8.9% | +34.5% | -25.6% | -14.4% |
| 10Y | +157.6% | +359.3% | -201.6% | +57.2% |
| All | +157.6% | +358.8% | -201.1% | +57.2% |
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