-32.2%
MOS vs AVAV
+7.1%
-39.3%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -9.8% | +13.1% | +4.5% |
| 7D | +22.5% | -24.3% | +46.8% | +26.4% |
| 30D | +6.6% | -28.9% | +35.5% | +10.8% |
| 3M | -3.8% | -39.3% | +35.5% | +1.7% |
| 6M | -2.2% | -38.8% | +36.6% | +1.9% |
| YTD | -4.8% | -57.8% | +53.0% | +2.7% |
| 1Y | -11.7% | -70.9% | +59.2% | +0.9% |
| 3Y | -26.5% | -14.8% | -11.7% | -34.1% |
| 5Y | -32.2% | +7.3% | -39.5% | -43.1% |
| All | -32.2% | +7.1% | -39.3% | -43.1% |
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