+145.6%
W vs AVAV
-14.7%
+160.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.2% | -9.8% | +1.6% | -6.0% |
| 7D | -5.6% | -24.3% | +18.7% | +0.3% |
| 30D | +7.5% | -28.9% | +36.4% | +15.8% |
| 3M | +5.4% | -39.3% | +44.7% | +17.0% |
| 6M | +79.4% | -38.8% | +118.2% | +96.4% |
| YTD | +12.9% | -57.8% | +70.7% | +31.9% |
| 1Y | +12.4% | -70.9% | +83.3% | +42.4% |
| All | +145.6% | -14.7% | +160.3% | +91.5% |
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