+118.5%
SRE vs AVAV
+516.1%
-397.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.9% | -1.2% | +1.5% |
| 7D | +1.4% | +3.2% | -1.8% | +1.2% |
| 30D | +1.9% | -20.3% | +22.2% | +3.5% |
| 3M | -3.3% | -19.4% | +16.2% | -2.3% |
| 6M | -6.4% | -35.3% | +28.8% | -4.2% |
| YTD | -1.8% | -38.5% | +36.7% | +0.2% |
| 1Y | +10.7% | -37.2% | +47.9% | +12.2% |
| 3Y | +31.8% | +31.1% | +0.7% | +20.5% |
| 5Y | +49.2% | +41.0% | +8.2% | +32.1% |
| 10Y | +118.5% | +508.8% | -390.2% | +79.7% |
| All | +118.5% | +516.1% | -397.5% | +79.7% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling