+74.4%
MSI vs AVAV
-5.8%
+80.2%
-27.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +10.5% | -10.9% | -0.9% |
| 7D | +4.7% | -10.6% | +15.3% | +5.1% |
| 30D | +14.8% | -18.8% | +33.6% | +15.6% |
| 3M | +8.8% | -34.1% | +42.9% | +10.5% |
| 6M | +19.3% | -35.3% | +54.6% | +20.8% |
| YTD | +35.3% | -53.4% | +88.7% | +38.0% |
| 1Y | +33.8% | -65.6% | +99.4% | +38.1% |
| 3Y | +74.4% | -5.1% | +79.5% | +71.6% |
| All | +74.4% | -5.8% | +80.2% | +71.6% |
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