+169.2%
SITM vs AVAV
+44.7%
+124.5%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.9% | -5.0% | -2.8% |
| 7D | +8.4% | +3.2% | +5.2% | +7.5% |
| 30D | -17.4% | -20.3% | +2.9% | -13.2% |
| 3M | -9.8% | -19.4% | +9.6% | -6.9% |
| 6M | +83.0% | -35.3% | +118.2% | +96.7% |
| YTD | +69.6% | -38.5% | +108.1% | +74.8% |
| 1Y | +144.9% | -37.2% | +182.1% | +147.6% |
| 3Y | +429.9% | +31.1% | +398.7% | +282.8% |
| 5Y | +169.2% | +41.0% | +128.1% | +55.8% |
| All | +169.2% | +44.7% | +124.5% | +55.8% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling