+1,876.8%
SMH vs AVAV
+478.0%
+1,398.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.4% | +5.5% | +1.2% |
| 7D | +4.3% | -3.2% | +7.5% | +4.9% |
| 30D | +0.9% | -25.6% | +26.4% | +6.7% |
| 3M | -2.8% | -20.2% | +17.4% | +0.2% |
| 6M | +45.6% | -38.1% | +83.7% | +56.1% |
| YTD | +59.5% | -41.8% | +101.3% | +69.4% |
| 1Y | +93.4% | -39.0% | +132.5% | +101.6% |
| 3Y | +287.1% | +24.1% | +263.0% | +229.9% |
| 5Y | +338.0% | +53.0% | +285.0% | +238.1% |
| 10Y | +1,876.8% | +493.8% | +1,383.0% | +1,048.6% |
| All | +1,876.8% | +478.0% | +1,398.8% | +1,048.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling