+14.6%
MDT vs AVAV
-62.5%
+77.1%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +12.6% | -11.6% | +1.1% |
| 7D | +3.5% | +3.2% | +0.4% | +3.7% |
| 30D | +16.2% | -7.4% | +23.6% | +16.3% |
| 3M | +18.9% | -32.0% | +50.9% | +19.2% |
| 6M | +37.3% | -24.6% | +61.9% | +38.1% |
| YTD | +9.7% | -47.5% | +57.3% | +8.2% |
| All | +14.6% | -62.5% | +77.1% | +14.1% |
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