+625.9%
NUE vs AVAV
+407.8%
+218.0%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +12.6% | -10.9% | -0.8% |
| 7D | -10.2% | +3.2% | -13.4% | -11.0% |
| 30D | -0.4% | -7.4% | +7.0% | +0.6% |
| 3M | -8.4% | -32.0% | +23.6% | -1.9% |
| 6M | +10.1% | -24.6% | +34.6% | +12.9% |
| YTD | +54.1% | -47.5% | +101.6% | +64.8% |
| 1Y | +74.7% | -61.5% | +136.2% | +98.8% |
| 3Y | +72.0% | +5.5% | +66.5% | +44.9% |
| 5Y | +136.4% | +35.7% | +100.6% | +75.8% |
| 10Y | +434.6% | +379.1% | +55.5% | +153.3% |
| All | +625.9% | +407.8% | +218.0% | +176.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling