+47.8%
IJH vs AVAV
+33.5%
+14.2%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -5.4% | +4.3% | -0.4% |
| 7D | -0.7% | -3.2% | +2.4% | -0.4% |
| 30D | -3.8% | -25.6% | +21.7% | -0.7% |
| 3M | 0.0% | -20.2% | +20.3% | +1.8% |
| 6M | +8.8% | -38.1% | +46.8% | +13.3% |
| YTD | +13.5% | -41.8% | +55.3% | +17.5% |
| 1Y | +15.4% | -39.0% | +54.5% | +17.7% |
| 3Y | +50.9% | +24.1% | +26.8% | +31.9% |
| 5Y | +47.8% | +53.0% | -5.2% | +21.7% |
| All | +47.8% | +33.5% | +14.2% | +21.7% |
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