+1,497.9%
META vs AVAV
+355.3%
+1,142.6%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -9.8% | +5.9% | -2.5% |
| 7D | -3.1% | -24.3% | +21.2% | +0.9% |
| 30D | -18.1% | -28.9% | +10.8% | -14.0% |
| 3M | +2.9% | -39.3% | +42.1% | +10.2% |
| 6M | +0.2% | -38.8% | +39.0% | +5.4% |
| YTD | -8.1% | -57.8% | +49.7% | +0.2% |
| 1Y | -4.5% | -70.9% | +66.4% | +10.5% |
| 3Y | +94.2% | -14.8% | +109.0% | +77.5% |
| 5Y | +79.1% | +7.3% | +71.8% | +51.0% |
| 10Y | +405.9% | +325.3% | +80.6% | +213.5% |
| All | +1,497.9% | +355.3% | +1,142.6% | +903.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling