+202.8%
TER vs AVAV
+39.7%
+163.2%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.7% | +7.2% | +5.9% |
| 7D | +0.6% | -2.2% | +2.8% | +1.1% |
| 30D | -8.3% | -13.9% | +5.7% | -5.7% |
| 3M | -12.2% | -29.2% | +17.0% | -7.0% |
| 6M | +17.1% | -36.1% | +53.2% | +25.3% |
| YTD | +84.7% | -40.2% | +124.9% | +96.2% |
| 1Y | +199.9% | -36.2% | +236.1% | +212.3% |
| 3Y | +232.8% | +47.5% | +185.2% | +167.2% |
| All | +202.8% | +39.7% | +163.2% | +113.4% |
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