+98.3%
JNJ vs AVAV
-5.8%
+104.1%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +10.5% | -9.0% | +1.6% |
| 7D | +1.1% | -10.6% | +11.7% | +0.9% |
| 30D | +6.9% | -18.8% | +25.7% | +6.5% |
| 3M | +8.0% | -34.1% | +42.1% | +7.2% |
| 6M | +24.3% | -35.3% | +59.6% | +23.6% |
| YTD | +35.6% | -53.4% | +89.0% | +34.4% |
| 1Y | +51.1% | -65.6% | +116.7% | +49.0% |
| 3Y | +98.3% | -5.1% | +103.4% | +89.2% |
| All | +98.3% | -5.8% | +104.1% | +89.2% |
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 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