+86.2%
SU vs AVAV
-68.0%
+154.2%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -8.3% | +3.8% | -4.6% |
| 7D | -7.1% | -10.1% | +3.0% | -7.2% |
| 30D | +4.8% | -18.7% | +23.5% | +4.5% |
| 3M | +12.5% | -33.0% | +45.5% | +11.9% |
| 6M | +6.5% | -37.2% | +43.6% | +6.5% |
| YTD | +65.8% | -53.2% | +119.0% | +69.4% |
| 1Y | +86.2% | -69.0% | +155.1% | +88.2% |
| All | +86.2% | -68.0% | +154.2% | +88.2% |
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