+422.0%
NUE vs AVAV
+315.4%
+106.6%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.7% | -0.7% | -3.0% |
| 7D | +2.8% | +4.2% | -1.5% | +2.0% |
| 30D | -2.1% | -2.6% | +0.5% | -2.0% |
| 3M | -7.3% | -38.0% | +30.6% | -1.0% |
| 6M | +8.9% | -27.0% | +35.9% | +11.7% |
| YTD | +55.6% | -51.4% | +107.0% | +65.9% |
| 1Y | +74.7% | -60.2% | +134.9% | +92.1% |
| 3Y | +71.7% | -6.7% | +78.3% | +51.6% |
| 5Y | +141.2% | +28.3% | +112.9% | +89.5% |
| All | +422.0% | +315.4% | +106.6% | +203.8% |
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