+97.6%
META vs AVAV
+34.3%
+63.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.7% | +2.7% | +0.4% |
| 7D | +3.3% | 0.0% | +3.3% | +3.0% |
| 30D | -10.8% | -9.9% | -0.8% | -9.8% |
| 3M | +7.9% | -34.7% | +42.6% | +13.7% |
| 6M | +5.4% | -26.6% | +32.0% | +7.6% |
| YTD | -2.6% | -48.9% | +46.4% | +2.6% |
| 1Y | +1.9% | -63.0% | +64.9% | +13.3% |
| 3Y | +97.0% | +1.6% | +95.4% | +68.6% |
| All | +97.6% | +34.3% | +63.2% | +44.1% |
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 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