-41.3%
INTU vs AVAV
+32.4%
-73.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.7% | +3.4% | +1.0% |
| 7D | -1.2% | 0.0% | -1.2% | -1.5% |
| 30D | +12.4% | -9.9% | +22.4% | +13.3% |
| 3M | +2.3% | -34.7% | +37.0% | +6.9% |
| 6M | -13.3% | -26.6% | +13.3% | -11.9% |
| YTD | -47.9% | -48.9% | +1.1% | -45.5% |
| 1Y | -47.2% | -63.0% | +15.9% | -42.0% |
| 3Y | -33.9% | +1.6% | -35.5% | -43.5% |
| 5Y | -41.3% | +34.5% | -75.8% | -57.7% |
| All | -41.3% | +32.4% | -73.7% | -57.7% |
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