+35.6%
MSI vs AVAV
-62.5%
+98.0%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +12.6% | -10.0% | +2.2% |
| 7D | +8.3% | +3.2% | +5.2% | +8.2% |
| 30D | +18.9% | -7.4% | +26.3% | +19.2% |
| 3M | +13.2% | -32.0% | +45.2% | +14.8% |
| 6M | +38.3% | -24.6% | +62.8% | +39.2% |
| YTD | +38.9% | -47.5% | +86.4% | +41.7% |
| All | +35.6% | -62.5% | +98.0% | +39.4% |
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