+328.5%
SMH vs AVAV
+39.7%
+288.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.7% | +4.3% | +2.9% |
| 7D | +2.5% | -2.2% | +4.7% | +2.9% |
| 30D | -0.5% | -13.9% | +13.5% | +1.9% |
| 3M | -9.6% | -29.2% | +19.6% | -5.2% |
| 6M | +42.1% | -36.1% | +78.2% | +50.2% |
| YTD | +57.4% | -40.2% | +97.6% | +65.2% |
| 1Y | +96.2% | -36.2% | +132.4% | +101.8% |
| 3Y | +267.9% | +47.5% | +220.4% | +209.9% |
| All | +328.5% | +39.7% | +288.9% | +228.5% |
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