-24.7%
MDB vs AVAV
+39.7%
-64.4%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.7% | -2.3% | -3.7% |
| 7D | -17.4% | -2.2% | -15.2% | -17.0% |
| 30D | -2.0% | -13.9% | +11.9% | +1.7% |
| 3M | -3.0% | -29.2% | +26.2% | +4.3% |
| 6M | +48.7% | -36.1% | +84.8% | +62.2% |
| YTD | -12.1% | -40.2% | +28.1% | -5.6% |
| 1Y | +14.5% | -36.2% | +50.7% | +18.5% |
| 3Y | -6.1% | +47.5% | -53.7% | -33.2% |
| All | -24.7% | +39.7% | -64.4% | -54.8% |
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