+1,077.0%
TER vs AVAV
+360.4%
+716.6%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +0.7% | +7.6% | +8.1% |
| 7D | +5.9% | +9.9% | -4.0% | +3.8% |
| 30D | -30.8% | -5.4% | -25.4% | -29.8% |
| 3M | -29.9% | -36.5% | +6.6% | -22.5% |
| 6M | -27.5% | -25.3% | -2.2% | -24.6% |
| YTD | +37.5% | -48.6% | +86.0% | +51.9% |
| 1Y | +50.3% | -62.1% | +112.3% | +78.5% |
| 3Y | +204.9% | +2.3% | +202.6% | +163.7% |
| 5Y | +89.2% | +35.4% | +53.8% | +43.0% |
| 10Y | +1,077.0% | +345.1% | +731.9% | +580.4% |
| All | +1,077.0% | +360.4% | +716.6% | +580.4% |
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 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