+12.1%
IWD vs AVAV
-43.9%
+56.0%
-4.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -9.8% | +7.2% | -2.2% |
| 7D | -0.9% | -24.3% | +23.4% | +0.2% |
| 30D | +2.6% | -28.9% | +31.5% | +4.0% |
| 3M | +1.2% | -39.3% | +40.5% | +3.2% |
| 6M | +12.1% | -38.8% | +50.9% | +14.6% |
| All | +12.1% | -43.9% | +56.0% | +14.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling