+135.5%
TDG vs AVAV
+44.7%
+90.8%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.9% | -4.3% | -1.8% |
| 7D | -0.9% | +3.2% | -4.1% | -1.3% |
| 30D | -6.5% | -20.3% | +13.8% | -4.0% |
| 3M | -5.1% | -19.4% | +14.4% | -3.3% |
| 6M | -11.5% | -35.3% | +23.7% | -8.0% |
| YTD | -13.9% | -38.5% | +24.6% | -11.3% |
| 1Y | -11.5% | -37.2% | +25.7% | -9.9% |
| 3Y | +53.7% | +31.1% | +22.5% | +33.8% |
| 5Y | +135.5% | +41.0% | +94.5% | +81.4% |
| All | +135.5% | +44.7% | +90.8% | +81.4% |
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