+186.4%
TECH vs AVAV
+479.1%
-292.6%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.7% | +0.2% |
| 7D | +0.1% | -2.2% | +2.3% | +0.4% |
| 30D | +0.7% | -13.9% | +14.6% | +2.8% |
| 3M | +36.3% | -29.2% | +65.6% | +42.1% |
| 6M | +25.6% | -36.1% | +61.7% | +32.0% |
| YTD | +23.7% | -40.2% | +63.9% | +29.2% |
| 1Y | +37.6% | -36.2% | +73.9% | +40.8% |
| 3Y | -6.6% | +47.5% | -54.1% | -22.0% |
| 5Y | -42.2% | +39.3% | -81.5% | -53.1% |
| All | +186.4% | +479.1% | -292.6% | +66.9% |
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