+20.2%
SOLS vs AVAV
-68.8%
+89.0%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +10.5% | -5.1% | +4.4% |
| 7D | -4.2% | -10.6% | +6.4% | -3.4% |
| 30D | -3.9% | -18.8% | +14.9% | -2.5% |
| 3M | -6.6% | -34.1% | +27.5% | -3.9% |
| 6M | -29.1% | -35.3% | +6.2% | -27.3% |
| YTD | +19.8% | -53.4% | +73.2% | +21.0% |
| 1Y | +29.2% | -65.6% | +94.9% | +36.9% |
| All | +20.2% | -68.8% | +89.0% | +30.8% |
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