+15.5%
PH vs AVAV
-63.5%
+79.0%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.7% | +3.6% | +1.1% |
| 7D | +2.1% | 0.0% | +2.2% | +1.9% |
| 30D | +0.3% | -9.9% | +10.2% | +0.4% |
| 3M | -8.8% | -34.7% | +25.9% | -7.6% |
| 6M | +10.0% | -26.6% | +36.7% | +10.5% |
| YTD | +10.5% | -48.9% | +59.4% | +11.4% |
| 1Y | +15.5% | -63.0% | +78.5% | +18.8% |
| All | +15.5% | -63.5% | +79.0% | +18.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling