-38.4%
INTU vs AVAV
+39.7%
-78.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.7% | -1.6% | -3.2% |
| 7D | -7.1% | -2.2% | -4.9% | -6.8% |
| 30D | +1.5% | -13.9% | +15.4% | +3.1% |
| 3M | +10.7% | -29.2% | +39.9% | +14.5% |
| 6M | -23.8% | -36.1% | +12.3% | -20.7% |
| YTD | -49.3% | -40.2% | -9.1% | -47.7% |
| 1Y | -49.7% | -36.2% | -13.4% | -49.2% |
| 3Y | -38.0% | +47.5% | -85.5% | -50.5% |
| All | -38.4% | +39.7% | -78.1% | -54.4% |
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 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