+390.0%
PNR vs AVAV
+397.6%
-7.6%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.2% | -0.6% |
| 7D | -3.7% | +9.9% | -13.6% | -5.7% |
| 30D | +33.1% | -5.4% | +38.5% | +33.7% |
| 3M | +3.7% | -36.5% | +40.2% | +11.7% |
| 6M | -7.7% | -25.3% | +17.5% | -5.5% |
| YTD | -32.4% | -48.6% | +16.1% | -27.8% |
| 1Y | -35.0% | -62.1% | +27.1% | -26.6% |
| 3Y | +17.1% | +2.3% | +14.8% | +1.0% |
| 5Y | +0.1% | +35.4% | -35.2% | -23.0% |
| 10Y | +103.2% | +345.1% | -241.9% | +6.9% |
| All | +390.0% | +397.6% | -7.6% | +119.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling