+75.1%
MSI vs AVAV
+1.7%
+73.4%
-27.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.7% | +2.6% | 0.0% |
| 7D | +7.4% | 0.0% | +7.4% | +7.3% |
| 30D | +18.7% | -9.9% | +28.7% | +19.1% |
| 3M | +14.5% | -34.7% | +49.2% | +16.2% |
| 6M | +38.1% | -26.6% | +64.7% | +39.1% |
| YTD | +38.7% | -48.9% | +87.7% | +40.9% |
| 1Y | +35.4% | -63.0% | +98.4% | +39.4% |
| 3Y | +75.1% | +1.6% | +73.5% | +70.6% |
| All | +75.1% | +1.7% | +73.4% | +70.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling