+70.1%
SE vs AVAV
-14.7%
+84.8%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -9.8% | +4.2% | -4.1% |
| 7D | -1.2% | -24.3% | +23.1% | +3.1% |
| 30D | -21.7% | -28.9% | +7.2% | -17.5% |
| 3M | -34.2% | -39.3% | +5.1% | -29.0% |
| 6M | -10.5% | -38.8% | +28.3% | -4.7% |
| YTD | -40.7% | -57.8% | +17.1% | -35.0% |
| 1Y | -52.1% | -70.9% | +18.8% | -43.7% |
| All | +70.1% | -14.7% | +84.8% | +66.5% |
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