+236.7%
INTU vs AVAV
+315.4%
-78.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.7% | +3.2% | +0.8% |
| 7D | +0.1% | +4.2% | -4.2% | -0.7% |
| 30D | +10.1% | -2.6% | +12.6% | +9.8% |
| 3M | -4.2% | -38.0% | +33.8% | +2.0% |
| 6M | -7.2% | -27.0% | +19.8% | -5.4% |
| YTD | -47.7% | -51.4% | +3.7% | -44.3% |
| 1Y | -46.7% | -60.2% | +13.5% | -41.4% |
| 3Y | -34.1% | -6.7% | -27.4% | -42.1% |
| 5Y | -43.3% | +28.3% | -71.6% | -55.4% |
| All | +236.7% | +315.4% | -78.7% | +122.4% |
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