+19.1%
MA vs AVAV
-62.2%
+81.3%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.4% | +0.3% |
| 7D | -1.8% | +9.9% | -11.6% | -1.9% |
| 30D | +11.0% | -5.4% | +16.4% | +11.0% |
| 3M | +17.9% | -36.5% | +54.4% | +18.4% |
| 6M | +33.2% | -25.3% | +58.4% | +33.1% |
| YTD | +16.5% | -48.6% | +65.1% | +16.0% |
| 1Y | +19.1% | -62.1% | +81.2% | +19.3% |
| All | +19.1% | -62.2% | +81.3% | +19.3% |
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