+233.5%
INTU vs AVAV
+360.4%
-126.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | +0.5% |
| 7D | -3.9% | +9.9% | -13.8% | -5.6% |
| 30D | +12.0% | -5.4% | +17.4% | +12.2% |
| 3M | +2.3% | -36.5% | +38.9% | +8.6% |
| 6M | -12.1% | -25.3% | +13.2% | -10.6% |
| YTD | -47.5% | -48.6% | +1.0% | -44.6% |
| 1Y | -46.9% | -62.1% | +15.2% | -41.1% |
| 3Y | -33.5% | +2.3% | -35.8% | -42.5% |
| 5Y | -41.2% | +35.4% | -76.6% | -54.1% |
| 10Y | +233.5% | +345.1% | -111.6% | +119.5% |
| All | +233.5% | +360.4% | -126.9% | +119.5% |
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