+77.1%
PBR vs AVAV
-40.1%
+117.2%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.4% | +5.8% | +0.4% |
| 7D | +0.3% | -3.2% | +3.5% | +0.3% |
| 30D | +17.5% | -25.6% | +43.1% | +17.0% |
| 3M | +20.9% | -20.2% | +41.1% | +20.8% |
| 6M | +20.2% | -38.1% | +58.3% | +20.4% |
| YTD | +84.3% | -41.8% | +126.1% | +82.3% |
| 1Y | +77.1% | -39.0% | +116.1% | +62.7% |
| All | +77.1% | -40.1% | +117.2% | +62.7% |
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