+661.2%
NUE vs AVAV
+397.6%
+263.6%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.7% | +1.2% | +1.8% |
| 7D | -2.4% | +9.9% | -12.3% | -4.5% |
| 30D | +3.8% | -5.4% | +9.2% | +4.4% |
| 3M | -3.7% | -36.5% | +32.9% | +4.6% |
| 6M | +13.2% | -25.3% | +38.5% | +16.3% |
| YTD | +61.6% | -48.6% | +110.1% | +73.5% |
| 1Y | +83.6% | -62.1% | +145.7% | +109.5% |
| 3Y | +78.6% | +2.3% | +76.3% | +51.5% |
| 5Y | +148.0% | +35.4% | +112.6% | +84.3% |
| 10Y | +449.9% | +345.1% | +104.8% | +165.5% |
| All | +661.2% | +397.6% | +263.6% | +191.5% |
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 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