+401.0%
SN vs AVAV
+48.2%
+352.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.7% | +0.7% | -0.8% |
| 7D | -9.3% | -2.2% | -7.1% | -9.0% |
| 30D | -4.8% | -13.9% | +9.1% | -3.0% |
| 3M | +40.4% | -29.2% | +69.7% | +45.7% |
| 6M | +50.9% | -36.1% | +87.1% | +57.5% |
| YTD | +54.9% | -40.2% | +95.1% | +61.2% |
| 1Y | +43.0% | -36.2% | +79.2% | +44.2% |
| All | +401.0% | +48.2% | +352.8% | +360.6% |
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 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