-32.5%
INTU vs AVAV
+2.7%
-35.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +12.6% | -13.6% | -1.6% |
| 7D | -3.9% | +3.2% | -7.1% | -4.2% |
| 30D | +11.7% | -7.4% | +19.1% | +12.1% |
| 3M | +4.5% | -32.0% | +36.5% | +6.7% |
| 6M | -13.9% | -24.6% | +10.7% | -13.2% |
| YTD | -48.2% | -47.5% | -0.7% | -47.0% |
| 1Y | -47.1% | -61.5% | +14.3% | -44.5% |
| 3Y | -32.5% | +5.5% | -38.0% | -36.1% |
| All | -32.5% | +2.7% | -35.2% | -36.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling