+48.7%
TMUS vs AVAV
+32.4%
+16.4%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.7% | +2.9% | +0.2% |
| 7D | +9.5% | 0.0% | +9.5% | +9.5% |
| 30D | +13.8% | -9.9% | +23.7% | +13.9% |
| 3M | -4.6% | -34.7% | +30.1% | -4.1% |
| 6M | -11.7% | -26.6% | +14.9% | -11.5% |
| YTD | -15.4% | -48.9% | +33.6% | -14.8% |
| 1Y | -16.1% | -63.0% | +46.9% | -14.4% |
| 3Y | +20.5% | +1.6% | +18.9% | +12.3% |
| 5Y | +48.7% | +34.5% | +14.3% | +28.8% |
| All | +48.7% | +32.4% | +16.4% | +28.8% |
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