+165.7%
SLV vs AVAV
+39.7%
+126.1%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.5% | -1.0% |
| 7D | -0.3% | -2.2% | +1.9% | -0.1% |
| 30D | +6.7% | -13.9% | +20.6% | +8.1% |
| 3M | -10.7% | -29.2% | +18.5% | -8.3% |
| 6M | -20.6% | -36.1% | +15.5% | -18.1% |
| YTD | -7.1% | -40.2% | +33.1% | -4.1% |
| 1Y | +62.0% | -36.2% | +98.2% | +65.8% |
| 3Y | +169.8% | +47.5% | +122.3% | +156.7% |
| All | +165.7% | +39.7% | +126.1% | +148.5% |
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 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