+136.4%
NUE vs AVAV
+34.3%
+102.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +12.6% | -10.9% | +0.5% |
| 7D | -10.2% | +3.2% | -13.4% | -10.6% |
| 30D | -0.4% | -7.4% | +7.0% | +0.1% |
| 3M | -8.4% | -32.0% | +23.6% | -5.3% |
| 6M | +10.1% | -24.6% | +34.6% | +11.7% |
| YTD | +54.1% | -47.5% | +101.6% | +59.3% |
| 1Y | +74.7% | -61.5% | +136.2% | +87.3% |
| 3Y | +72.0% | +5.5% | +66.5% | +53.9% |
| 5Y | +136.4% | +35.7% | +100.6% | +87.4% |
| All | +136.4% | +34.3% | +102.1% | +87.4% |
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