+695.1%
WDC vs AVAV
+360.4%
+334.7%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +0.7% | +7.6% | +8.2% |
| 7D | -3.2% | +9.9% | -13.1% | -5.0% |
| 30D | -19.0% | -5.4% | -13.6% | -18.0% |
| 3M | -28.4% | -36.5% | +8.1% | -22.0% |
| 6M | -39.2% | -25.3% | -14.0% | -37.6% |
| YTD | +82.1% | -48.6% | +130.6% | +98.0% |
| 1Y | +84.7% | -62.1% | +146.7% | +114.2% |
| 3Y | +825.6% | +2.3% | +823.3% | +705.0% |
| 5Y | +608.2% | +35.4% | +572.8% | +446.1% |
| 10Y | +695.1% | +345.1% | +350.0% | +391.7% |
| All | +695.1% | +360.4% | +334.7% | +391.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling