+263.2%
THC vs AVAV
+32.4%
+230.8%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.7% | +3.2% | +0.8% |
| 7D | +8.8% | 0.0% | +8.9% | +8.5% |
| 30D | +10.0% | -9.9% | +20.0% | +11.0% |
| 3M | +11.7% | -34.7% | +46.4% | +16.9% |
| 6M | +52.5% | -26.6% | +79.1% | +54.4% |
| YTD | +46.1% | -48.9% | +95.0% | +52.3% |
| 1Y | +49.1% | -63.0% | +112.1% | +64.8% |
| 3Y | +439.6% | +1.6% | +438.1% | +348.3% |
| 5Y | +263.2% | +34.5% | +228.7% | +154.4% |
| All | +263.2% | +32.4% | +230.8% | +154.4% |
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