+43.0%
SN vs AVAV
-39.1%
+82.1%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.7% | +0.7% | -0.9% |
| 7D | -9.3% | -2.2% | -7.1% | -9.2% |
| 30D | -4.8% | -13.9% | +9.1% | -3.8% |
| 3M | +40.4% | -29.2% | +69.7% | +43.1% |
| 6M | +50.9% | -36.1% | +87.1% | +52.9% |
| YTD | +54.9% | -40.2% | +95.1% | +61.3% |
| 1Y | +43.0% | -36.2% | +79.2% | +44.7% |
| All | +43.0% | -39.1% | +82.1% | +44.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling