+35.3%
MAS vs AVAV
+39.7%
-4.4%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.7% | +3.5% | +2.0% |
| 7D | -0.8% | -2.2% | +1.5% | -0.5% |
| 30D | -5.6% | -13.9% | +8.4% | -4.2% |
| 3M | +4.4% | -29.2% | +33.7% | +7.4% |
| 6M | +7.2% | -36.1% | +43.3% | +10.6% |
| YTD | +16.1% | -40.2% | +56.3% | +19.6% |
| 1Y | +0.1% | -36.2% | +36.3% | +1.6% |
| 3Y | +28.3% | +47.5% | -19.2% | +12.2% |
| All | +35.3% | +39.7% | -4.4% | +11.2% |
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 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