-40.2%
MDB vs AVAV
+32.4%
-72.6%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.7% | +4.1% | +2.1% |
| 7D | -1.0% | 0.0% | -1.0% | -1.3% |
| 30D | -14.0% | -9.9% | -4.1% | -11.9% |
| 3M | -20.3% | -34.7% | +14.4% | -11.6% |
| 6M | +10.9% | -26.6% | +37.5% | +17.9% |
| YTD | -20.9% | -48.9% | +28.0% | -11.7% |
| 1Y | -11.2% | -63.0% | +51.8% | +7.7% |
| 3Y | -11.9% | +1.6% | -13.5% | -29.3% |
| 5Y | -40.2% | +34.5% | -74.7% | -65.9% |
| All | -40.2% | +32.4% | -72.6% | -65.9% |
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