-8.9%
PEG vs AVAV
-67.9%
+59.0%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +10.5% | -11.1% | -0.8% |
| 7D | -2.3% | -10.6% | +8.3% | -2.1% |
| 30D | +1.2% | -18.8% | +20.0% | +1.6% |
| 3M | -2.4% | -34.1% | +31.7% | -1.7% |
| 6M | -6.9% | -35.3% | +28.5% | -6.3% |
| YTD | -7.2% | -53.4% | +46.2% | -5.8% |
| 1Y | -8.9% | -65.6% | +56.8% | -4.1% |
| All | -8.9% | -67.9% | +59.0% | -4.1% |
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