+334.1%
PBF vs AVAV
+516.1%
-182.0%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.9% | +0.4% | +2.6% |
| 7D | +2.4% | +3.2% | -0.8% | +1.6% |
| 30D | +24.9% | -20.3% | +45.2% | +31.4% |
| 3M | +81.9% | -19.4% | +101.3% | +86.7% |
| 6M | +79.4% | -35.3% | +114.6% | +91.1% |
| YTD | +188.3% | -38.5% | +226.8% | +199.4% |
| 1Y | +177.3% | -37.2% | +214.5% | +179.8% |
| 3Y | +56.0% | +31.1% | +24.9% | +12.5% |
| 5Y | +804.0% | +41.0% | +763.0% | +477.5% |
| 10Y | +334.1% | +508.8% | -174.7% | +33.5% |
| All | +334.1% | +516.1% | -182.0% | +33.5% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling