+471.6%
PBR vs AVAV
+423.1%
+48.5%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +12.6% | -13.6% | -2.4% |
| 7D | -13.3% | +3.2% | -16.4% | -13.7% |
| 30D | -27.5% | -7.4% | -20.1% | -27.1% |
| 3M | +5.2% | -32.0% | +37.2% | +9.3% |
| 6M | -6.4% | -24.6% | +18.2% | -5.3% |
| YTD | +61.6% | -47.5% | +109.1% | +67.9% |
| 1Y | +48.9% | -61.5% | +110.4% | +61.3% |
| 3Y | +70.0% | +5.5% | +64.6% | +49.5% |
| 5Y | +469.0% | +35.7% | +433.2% | +354.7% |
| 10Y | +471.6% | +379.1% | +92.5% | +301.8% |
| All | +471.6% | +423.1% | +48.5% | +301.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling