+72.0%
SU vs AVAV
-40.1%
+112.2%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -5.4% | +7.0% | +1.6% |
| 7D | +1.6% | -3.2% | +4.7% | +1.5% |
| 30D | +10.7% | -25.6% | +36.3% | +10.4% |
| 3M | +13.5% | -20.2% | +33.7% | +13.4% |
| 6M | +21.8% | -38.1% | +59.9% | +22.3% |
| YTD | +58.8% | -41.8% | +100.6% | +60.8% |
| 1Y | +72.0% | -39.0% | +111.1% | +60.6% |
| All | +72.0% | -40.1% | +112.2% | +60.6% |
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 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