+276.8%
THC vs AVAV
+18.1%
+258.6%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +10.5% | -11.6% | -2.3% |
| 7D | +3.7% | -10.6% | +14.3% | +4.8% |
| 30D | +9.0% | -18.8% | +27.8% | +11.4% |
| 3M | +10.4% | -34.1% | +44.5% | +15.3% |
| 6M | +45.7% | -35.3% | +81.0% | +50.0% |
| YTD | +42.6% | -53.4% | +96.0% | +50.4% |
| 1Y | +38.8% | -65.6% | +104.4% | +54.5% |
| 3Y | +418.8% | -5.1% | +423.9% | +333.8% |
| All | +276.8% | +18.1% | +258.6% | +166.7% |
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