+38.2%
PEG vs AVAV
+48.2%
-10.1%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.6% | -0.1% |
| 7D | +0.7% | -2.2% | +2.9% | +0.8% |
| 30D | -2.4% | -13.9% | +11.5% | -1.8% |
| 3M | -4.8% | -29.2% | +24.4% | -3.4% |
| 6M | -10.7% | -36.1% | +25.4% | -9.1% |
| YTD | -6.7% | -40.2% | +33.5% | -5.3% |
| 1Y | -6.8% | -36.2% | +29.4% | -6.8% |
| All | +38.2% | +48.2% | -10.1% | +26.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling