+467.0%
TEAM vs AVAV
+423.1%
+43.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +12.6% | -11.8% | -1.4% |
| 7D | -17.2% | +3.2% | -20.4% | -18.2% |
| 30D | -25.1% | -7.4% | -17.7% | -24.6% |
| 3M | +3.9% | -32.0% | +35.9% | +10.4% |
| 6M | +69.1% | -24.6% | +93.7% | +73.6% |
| YTD | -4.5% | -47.5% | +43.0% | +1.9% |
| 1Y | -1.9% | -61.5% | +59.6% | +11.0% |
| 3Y | -9.3% | +5.5% | -14.8% | -23.2% |
| 5Y | -65.2% | +35.7% | -100.9% | -73.0% |
| 10Y | +467.0% | +379.1% | +87.9% | +256.9% |
| All | +467.0% | +423.1% | +43.9% | +256.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling