+506.3%
NOW vs AVAV
+358.8%
+147.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.7% | -0.3% | -2.6% |
| 7D | -8.7% | 0.0% | -8.7% | -9.0% |
| 30D | -29.3% | -9.9% | -19.4% | -28.5% |
| 3M | -21.8% | -34.7% | +12.9% | -16.3% |
| 6M | +9.2% | -26.6% | +35.9% | +12.5% |
| YTD | -35.0% | -48.9% | +14.0% | -30.0% |
| 1Y | -42.5% | -63.0% | +20.5% | -34.2% |
| 3Y | -21.5% | +1.6% | -23.1% | -32.9% |
| 5Y | -25.8% | +34.5% | -60.3% | -43.7% |
| 10Y | +506.3% | +359.3% | +147.1% | +228.7% |
| All | +506.3% | +358.8% | +147.6% | +228.7% |
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