+4,609.2%
MU vs AVAV
+360.4%
+4,248.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.7% | +11.2% | +11.7% |
| 7D | +2.0% | +9.9% | -7.8% | +0.3% |
| 30D | -18.0% | -5.4% | -12.6% | -16.9% |
| 3M | -6.6% | -36.5% | +30.0% | +1.9% |
| 6M | +2.0% | -25.3% | +27.3% | +5.7% |
| YTD | +184.5% | -48.6% | +233.0% | +207.5% |
| 1Y | +236.9% | -62.1% | +299.0% | +288.8% |
| 3Y | +987.0% | +2.3% | +984.6% | +849.6% |
| 5Y | +1,014.6% | +35.4% | +979.2% | +760.6% |
| 10Y | +4,609.2% | +345.1% | +4,264.1% | +2,946.9% |
| All | +4,609.2% | +360.4% | +4,248.8% | +2,946.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling