+148.4%
WBD vs AVAV
+31.0%
+117.4%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.9% | -3.3% | -0.7% |
| 7D | -0.7% | +3.2% | -3.9% | -0.9% |
| 30D | +5.0% | -20.3% | +25.3% | +6.6% |
| 3M | +6.2% | -19.4% | +25.7% | +7.5% |
| 6M | +0.6% | -35.3% | +35.9% | +3.4% |
| YTD | -2.4% | -38.5% | +36.1% | -0.6% |
| 1Y | +127.7% | -37.2% | +164.9% | +128.1% |
| 3Y | +148.4% | +31.1% | +117.3% | +96.5% |
| All | +148.4% | +31.0% | +117.4% | +96.5% |
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 2023-09-08 to 2026-09-08: 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling