+286.5%
MXL vs AVAV
+478.0%
-191.5%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -5.4% | +12.9% | +9.0% |
| 7D | +19.0% | -3.2% | +22.1% | +19.8% |
| 30D | +4.5% | -25.6% | +30.0% | +13.2% |
| 3M | -1.5% | -20.2% | +18.7% | +3.1% |
| 6M | +348.6% | -38.1% | +386.7% | +392.5% |
| YTD | +310.3% | -41.8% | +352.1% | +341.5% |
| 1Y | +344.7% | -39.0% | +383.8% | +364.5% |
| 3Y | +211.2% | +24.1% | +187.1% | +142.8% |
| 5Y | +34.8% | +53.0% | -18.2% | -8.2% |
| 10Y | +286.5% | +493.8% | -207.3% | +75.5% |
| All | +286.5% | +478.0% | -191.5% | +75.5% |
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