+32.9%
W vs AVAV
+48.2%
-15.3%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.7% | +4.3% | +2.9% |
| 7D | -4.2% | -2.2% | -1.9% | -3.7% |
| 30D | -7.6% | -13.9% | +6.4% | -4.8% |
| 3M | +37.2% | -29.2% | +66.4% | +46.2% |
| 6M | +26.3% | -36.1% | +62.5% | +36.1% |
| YTD | -1.0% | -40.2% | +39.2% | +7.0% |
| 1Y | +20.1% | -36.2% | +56.3% | +25.1% |
| All | +32.9% | +48.2% | -15.3% | +16.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling