+118.1%
SU vs AVAV
+31.0%
+87.1%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.9% | -2.0% | +0.7% |
| 7D | -1.0% | +3.2% | -4.2% | -1.1% |
| 30D | +13.7% | -20.3% | +34.0% | +14.8% |
| 3M | +8.0% | -19.4% | +27.5% | +8.8% |
| 6M | +21.0% | -35.3% | +56.3% | +23.3% |
| YTD | +56.2% | -38.5% | +94.7% | +58.5% |
| 1Y | +72.2% | -37.2% | +109.4% | +72.4% |
| 3Y | +118.1% | +31.1% | +87.0% | +83.6% |
| All | +118.1% | +31.0% | +87.1% | +83.6% |
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