+32.8%
IWD vs AVAV
-68.0%
+100.8%
-6.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -8.3% | +10.9% | +2.9% |
| 7D | +2.5% | -10.1% | +12.6% | +2.9% |
| 30D | +6.0% | -18.7% | +24.7% | +6.8% |
| 3M | +3.8% | -33.0% | +36.8% | +5.3% |
| 6M | +16.3% | -37.2% | +53.5% | +18.1% |
| YTD | +27.5% | -53.2% | +80.7% | +30.3% |
| 1Y | +32.8% | -69.0% | +101.8% | +42.2% |
| All | +32.8% | -68.0% | +100.8% | +42.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling