+588.3%
HWM vs AVAV
+32.4%
+555.9%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.7% | +4.0% | +1.7% |
| 7D | -1.8% | 0.0% | -1.7% | -1.9% |
| 30D | -2.7% | -9.9% | +7.2% | -1.5% |
| 3M | -22.7% | -34.7% | +12.0% | -18.5% |
| 6M | -18.9% | -26.6% | +7.7% | -17.1% |
| YTD | +7.1% | -48.9% | +56.0% | +13.4% |
| 1Y | +4.7% | -63.0% | +67.7% | +16.7% |
| 3Y | +345.6% | +1.6% | +344.0% | +298.7% |
| 5Y | +588.3% | +34.5% | +553.8% | +447.0% |
| All | +588.3% | +32.4% | +555.9% | +447.0% |
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