+436.0%
NUE vs AVAV
+358.8%
+77.2%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.7% | +5.6% | +3.3% |
| 7D | -6.2% | 0.0% | -6.2% | -6.4% |
| 30D | +2.5% | -9.9% | +12.4% | +3.7% |
| 3M | -6.4% | -34.7% | +28.3% | -0.8% |
| 6M | +13.3% | -26.6% | +39.9% | +16.1% |
| YTD | +58.5% | -48.9% | +107.5% | +67.7% |
| 1Y | +81.9% | -63.0% | +144.9% | +102.8% |
| 3Y | +75.3% | +1.6% | +73.7% | +52.5% |
| 5Y | +149.9% | +34.5% | +115.4% | +95.0% |
| 10Y | +436.0% | +359.3% | +76.7% | +208.5% |
| All | +436.0% | +358.8% | +77.2% | +208.5% |
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