+101.7%
SMR vs AVAV
-3.9%
+105.6%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.7% | -0.6% | -1.9% |
| 7D | -8.3% | +4.2% | -12.5% | -10.2% |
| 30D | -20.1% | -2.6% | -17.5% | -18.5% |
| 3M | -52.7% | -38.0% | -14.7% | -40.0% |
| 6M | -61.0% | -27.0% | -34.0% | -55.8% |
| YTD | -67.1% | -51.4% | -15.7% | -55.1% |
| 1Y | -79.9% | -60.2% | -19.6% | -69.7% |
| 3Y | +101.7% | -6.7% | +108.4% | +80.9% |
| All | +101.7% | -3.9% | +105.6% | +80.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling