+61.6%
MDT vs AVAV
+423.1%
-361.5%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +12.6% | -11.6% | 0.0% |
| 7D | +3.5% | +3.2% | +0.4% | +3.0% |
| 30D | +16.2% | -7.4% | +23.6% | +16.6% |
| 3M | +18.9% | -32.0% | +50.9% | +22.3% |
| 6M | +37.3% | -24.6% | +61.9% | +38.8% |
| YTD | +9.7% | -47.5% | +57.3% | +13.0% |
| 1Y | +15.2% | -61.5% | +76.7% | +22.1% |
| 3Y | +61.8% | +5.5% | +56.3% | +47.3% |
| 5Y | -1.4% | +35.7% | -37.1% | -15.6% |
| 10Y | +61.6% | +379.1% | -317.5% | +26.5% |
| All | +61.6% | +423.1% | -361.5% | +26.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling