-65.8%
TEAM vs AVAV
+35.3%
-101.1%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.7% | +1.9% | +2.4% |
| 7D | -19.7% | +9.9% | -29.6% | -21.6% |
| 30D | -26.6% | -5.4% | -21.2% | -26.3% |
| 3M | -1.1% | -36.5% | +35.5% | +7.2% |
| 6M | +74.6% | -25.3% | +99.9% | +80.1% |
| YTD | -6.0% | -48.6% | +42.6% | +1.0% |
| 1Y | -3.2% | -62.1% | +58.8% | +11.4% |
| 3Y | -13.5% | +2.3% | -15.8% | -33.3% |
| All | -65.8% | +35.3% | -101.1% | -79.8% |
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