+69.6%
PBR vs AVAV
-39.1%
+108.6%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.7% | -0.2% | -1.9% |
| 7D | +8.6% | -2.2% | +10.8% | +8.5% |
| 30D | +12.8% | -13.9% | +26.7% | +12.5% |
| 3M | +14.7% | -29.2% | +43.9% | +14.8% |
| 6M | +25.2% | -36.1% | +61.3% | +25.4% |
| YTD | +77.1% | -40.2% | +117.3% | +75.3% |
| 1Y | +69.6% | -36.2% | +105.8% | +57.5% |
| All | +69.6% | -39.1% | +108.6% | +57.5% |
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 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