+0.3%
HWM vs AVAV
-67.9%
+68.2%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +10.5% | -7.9% | +1.6% |
| 7D | +3.4% | -10.6% | +14.0% | +4.2% |
| 30D | -7.5% | -18.8% | +11.3% | -6.2% |
| 3M | -28.9% | -34.1% | +5.2% | -26.9% |
| 6M | -19.6% | -35.3% | +15.7% | -17.9% |
| YTD | +0.6% | -53.4% | +54.0% | +3.3% |
| 1Y | +0.3% | -65.6% | +66.0% | +9.1% |
| All | +0.3% | -67.9% | +68.2% | +9.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling