+149.6%
WBD vs AVAV
+27.3%
+122.2%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | -0.3% |
| 7D | -1.8% | -2.2% | +0.4% | -1.7% |
| 30D | +8.8% | -13.9% | +22.7% | +9.8% |
| 3M | +4.6% | -29.2% | +33.9% | +7.0% |
| 6M | +1.1% | -36.1% | +37.2% | +3.9% |
| YTD | -2.0% | -40.2% | +38.2% | +0.1% |
| 1Y | +140.0% | -36.2% | +176.2% | +139.3% |
| All | +149.6% | +27.3% | +122.2% | +97.8% |
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