+103.2%
SLV vs AVAV
+32.4%
+70.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.7% | -0.7% | -3.2% |
| 7D | +3.7% | 0.0% | +3.7% | +3.4% |
| 30D | -15.2% | -9.9% | -5.2% | -14.5% |
| 3M | -21.8% | -34.7% | +12.9% | -18.9% |
| 6M | -36.3% | -26.6% | -9.7% | -35.1% |
| YTD | -27.8% | -48.9% | +21.1% | -24.5% |
| 1Y | +1.5% | -63.0% | +64.5% | +8.3% |
| 3Y | +128.5% | +1.6% | +126.9% | +122.6% |
| 5Y | +103.2% | +34.5% | +68.7% | +91.0% |
| All | +103.2% | +32.4% | +70.8% | +91.0% |
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