+446.0%
PWR vs AVAV
+39.7%
+406.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.7% | +2.4% | +1.0% |
| 7D | +3.6% | -2.2% | +5.8% | +4.0% |
| 30D | -8.6% | -13.9% | +5.4% | -6.4% |
| 3M | -13.2% | -29.2% | +16.1% | -9.0% |
| 6M | +9.9% | -36.1% | +46.0% | +16.1% |
| YTD | +48.0% | -40.2% | +88.2% | +54.9% |
| 1Y | +66.2% | -36.2% | +102.4% | +70.9% |
| 3Y | +195.1% | +47.5% | +147.6% | +147.7% |
| All | +446.0% | +39.7% | +406.4% | +325.8% |
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 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