+254.0%
THC vs AVAV
+39.7%
+214.3%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.7% | +2.3% | +0.8% |
| 7D | -0.7% | -2.2% | +1.6% | -0.4% |
| 30D | +1.3% | -13.9% | +15.2% | +3.0% |
| 3M | +64.2% | -29.2% | +93.5% | +70.1% |
| 6M | +8.3% | -36.1% | +44.4% | +12.8% |
| YTD | +33.4% | -40.2% | +73.6% | +37.4% |
| 1Y | +37.7% | -36.2% | +73.9% | +37.8% |
| 3Y | +236.8% | +47.5% | +189.3% | +162.4% |
| All | +254.0% | +39.7% | +214.3% | +157.1% |
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