+30.3%
PG vs AVAV
+35.3%
-5.0%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -0.6% |
| 7D | +0.2% | +9.9% | -9.7% | +0.2% |
| 30D | +10.2% | -5.4% | +15.6% | +10.2% |
| 3M | +16.2% | -36.5% | +52.8% | +16.3% |
| 6M | +18.6% | -25.3% | +43.9% | +18.6% |
| YTD | +20.4% | -48.6% | +69.0% | +20.3% |
| 1Y | +16.2% | -62.1% | +78.2% | +16.4% |
| 3Y | +19.9% | +2.3% | +17.6% | +15.9% |
| 5Y | +30.3% | +35.4% | -5.1% | +27.2% |
| All | +30.3% | +35.3% | -5.0% | +27.2% |
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