+584.3%
NUE vs AVAV
+478.0%
+106.3%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -5.4% | +6.0% | +1.4% |
| 7D | -2.3% | -3.2% | +0.9% | -1.9% |
| 30D | -6.1% | -25.6% | +19.5% | -1.9% |
| 3M | +1.7% | -20.2% | +21.9% | +3.9% |
| 6M | +53.1% | -38.1% | +91.1% | +61.6% |
| YTD | +59.0% | -41.8% | +100.8% | +66.0% |
| 1Y | +85.3% | -39.0% | +124.4% | +89.6% |
| 3Y | +63.2% | +24.1% | +39.2% | +36.9% |
| 5Y | +146.8% | +53.0% | +93.7% | +87.8% |
| 10Y | +584.3% | +493.8% | +90.5% | +196.7% |
| All | +584.3% | +478.0% | +106.3% | +196.7% |
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