-21.5%
PFE vs AVAV
+18.1%
-39.6%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +10.5% | -12.1% | -1.9% |
| 7D | -3.7% | -10.6% | +6.9% | -3.5% |
| 30D | +5.0% | -18.8% | +23.8% | +5.4% |
| 3M | +12.2% | -34.1% | +46.3% | +13.2% |
| 6M | +14.6% | -35.3% | +49.9% | +15.4% |
| YTD | +24.1% | -53.4% | +77.5% | +25.5% |
| 1Y | +26.6% | -65.6% | +92.2% | +29.0% |
| 3Y | +14.3% | -5.1% | +19.4% | +10.7% |
| All | -21.5% | +18.1% | -39.6% | -23.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling