+277.8%
PSX vs AVAV
+18.1%
+259.6%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +10.5% | -11.0% | -1.1% |
| 7D | -13.1% | -10.6% | -2.5% | -12.6% |
| 30D | -9.5% | -18.8% | +9.3% | -8.6% |
| 3M | +20.2% | -34.1% | +54.3% | +22.8% |
| 6M | +44.9% | -35.3% | +80.2% | +47.3% |
| YTD | +94.4% | -53.4% | +147.8% | +100.1% |
| 1Y | +83.1% | -65.6% | +148.7% | +93.1% |
| 3Y | +132.2% | -5.1% | +137.2% | +112.9% |
| All | +277.8% | +18.1% | +259.6% | +224.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling