+99.6%
PSX vs AVAV
-39.1%
+138.7%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +1.9% | +0.1% |
| 7D | +4.5% | -2.2% | +6.8% | +4.5% |
| 30D | +26.6% | -13.9% | +40.5% | +26.2% |
| 3M | +39.3% | -29.2% | +68.5% | +39.2% |
| 6M | +56.8% | -36.1% | +92.9% | +56.4% |
| YTD | +101.8% | -40.2% | +142.0% | +100.6% |
| 1Y | +99.6% | -36.2% | +135.8% | +106.7% |
| All | +99.6% | -39.1% | +138.7% | +106.7% |
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 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