+150.2%
PSX vs AVAV
+1.8%
+148.4%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.7% | +2.5% | +3.2% |
| 7D | -0.4% | +9.9% | -10.2% | -0.8% |
| 30D | -8.1% | -5.4% | -2.7% | -8.1% |
| 3M | +15.9% | -36.5% | +52.4% | +17.6% |
| 6M | +49.4% | -25.3% | +74.6% | +50.0% |
| YTD | +104.7% | -48.6% | +153.2% | +107.5% |
| 1Y | +89.1% | -62.1% | +151.2% | +96.0% |
| All | +150.2% | +1.8% | +148.4% | +127.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling