+28.5%
TECH vs AVAV
+1.7%
+26.8%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.7% | +2.7% | +0.3% |
| 7D | +0.2% | 0.0% | +0.2% | 0.0% |
| 30D | +0.5% | -9.9% | +10.4% | +1.3% |
| 3M | +1.1% | -34.7% | +35.8% | +5.2% |
| 6M | +51.0% | -26.6% | +77.6% | +54.0% |
| YTD | +24.4% | -48.9% | +73.3% | +29.9% |
| 1Y | +27.4% | -63.0% | +90.5% | +39.0% |
| 3Y | +28.5% | +1.6% | +26.9% | +20.0% |
| All | +28.5% | +1.7% | +26.8% | +20.0% |
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