+703.5%
PH vs AVAV
+357.1%
+346.5%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.7% | +3.6% | +1.4% |
| 7D | +2.1% | 0.0% | +2.2% | +1.9% |
| 30D | +0.3% | -9.9% | +10.2% | +1.7% |
| 3M | -8.8% | -34.7% | +25.9% | -2.5% |
| 6M | +10.0% | -26.6% | +36.7% | +13.1% |
| YTD | +10.5% | -48.9% | +59.4% | +18.0% |
| 1Y | +15.5% | -63.0% | +78.5% | +31.0% |
| 3Y | +136.4% | +1.6% | +134.8% | +102.1% |
| 5Y | +213.6% | +34.5% | +179.1% | +136.5% |
| All | +703.5% | +357.1% | +346.5% | +340.8% |
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