-6.8%
PEG vs AVAV
-62.5%
+55.7%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +12.6% | -9.3% | +3.1% |
| 7D | +0.9% | +3.2% | -2.3% | +0.7% |
| 30D | +3.8% | -7.4% | +11.2% | +3.8% |
| 3M | +0.1% | -32.0% | +32.1% | +0.6% |
| 6M | -1.0% | -24.6% | +23.6% | -0.8% |
| YTD | -4.1% | -47.5% | +43.4% | -2.9% |
| All | -6.8% | -62.5% | +55.7% | -2.2% |
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