+112.7%
PG vs AVAV
+520.8%
-408.1%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.5% | -4.2% | +0.1% |
| 7D | -2.7% | -0.1% | -2.6% | -2.7% |
| 30D | -1.5% | -25.0% | +23.4% | -0.7% |
| 3M | -3.4% | -15.0% | +11.6% | -3.1% |
| 6M | -7.0% | -33.6% | +26.6% | -6.2% |
| YTD | +2.0% | -39.2% | +41.2% | +2.7% |
| 1Y | -6.5% | -40.5% | +34.0% | -6.0% |
| 3Y | +1.2% | +29.6% | -28.4% | -4.4% |
| 5Y | +12.8% | +56.7% | -43.9% | +3.8% |
| All | +112.7% | +520.8% | -408.1% | +84.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling