+71.7%
TER vs AVAV
+28.1%
+43.6%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.7% | -2.6% | -4.8% |
| 7D | +14.4% | +4.2% | +10.1% | +13.5% |
| 30D | -30.6% | -2.6% | -28.0% | -30.1% |
| 3M | -39.2% | -38.0% | -1.2% | -33.1% |
| 6M | -31.3% | -27.0% | -4.3% | -28.5% |
| YTD | +29.1% | -51.4% | +80.5% | +42.9% |
| 1Y | +47.4% | -60.2% | +107.7% | +70.4% |
| 3Y | +191.2% | -6.7% | +197.9% | +158.7% |
| All | +71.7% | +28.1% | +43.6% | +21.4% |
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 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