+14.5%
MDB vs AVAV
-39.1%
+53.6%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.7% | -2.3% | -3.8% |
| 7D | -17.4% | -2.2% | -15.2% | -17.1% |
| 30D | -2.0% | -13.9% | +11.9% | +0.6% |
| 3M | -3.0% | -29.2% | +26.2% | +1.6% |
| 6M | +48.7% | -36.1% | +84.8% | +55.4% |
| YTD | -12.1% | -40.2% | +28.1% | -7.6% |
| 1Y | +14.5% | -36.2% | +50.7% | +21.3% |
| All | +14.5% | -39.1% | +53.6% | +21.3% |
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