+146.2%
NUE vs AVAV
+44.7%
+101.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.9% | -4.6% | -2.1% |
| 7D | +1.8% | +3.2% | -1.4% | +1.5% |
| 30D | -6.0% | -20.3% | +14.4% | -3.9% |
| 3M | +1.4% | -19.4% | +20.9% | +2.9% |
| 6M | +52.8% | -35.3% | +88.1% | +57.7% |
| YTD | +58.1% | -38.5% | +96.6% | +61.6% |
| 1Y | +80.4% | -37.2% | +117.6% | +82.6% |
| 3Y | +62.3% | +31.1% | +31.2% | +42.0% |
| 5Y | +146.2% | +41.0% | +105.2% | +101.8% |
| All | +146.2% | +44.7% | +101.5% | +101.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling