+72.9%
PBR vs AVAV
-68.0%
+141.0%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -8.3% | +1.4% | -7.1% |
| 7D | -11.0% | -10.1% | -0.9% | -11.1% |
| 30D | -18.8% | -18.7% | -0.1% | -19.0% |
| 3M | +7.8% | -33.0% | +40.8% | +7.0% |
| 6M | -7.6% | -37.2% | +29.6% | -7.9% |
| YTD | +72.7% | -53.2% | +125.8% | +71.1% |
| 1Y | +72.9% | -69.0% | +141.9% | +76.0% |
| All | +72.9% | -68.0% | +141.0% | +76.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling