+398.8%
SN vs AVAV
-5.8%
+404.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +10.5% | -7.8% | +1.2% |
| 7D | +7.2% | -10.6% | +17.8% | +8.6% |
| 30D | +20.4% | -18.8% | +39.2% | +23.5% |
| 3M | +23.9% | -34.1% | +58.0% | +30.5% |
| 6M | +93.0% | -35.3% | +128.4% | +101.5% |
| YTD | +99.2% | -53.4% | +152.6% | +114.0% |
| 1Y | +142.6% | -65.6% | +208.2% | +173.1% |
| 3Y | +398.8% | -5.1% | +403.9% | +334.4% |
| All | +398.8% | -5.8% | +404.6% | +334.4% |
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