+770.0%
WDC vs AVAV
-3.9%
+773.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -2.7% | -2.3% | -4.5% |
| 7D | +12.1% | +4.2% | +7.9% | +11.3% |
| 30D | -18.8% | -2.6% | -16.2% | -18.3% |
| 3M | -39.3% | -38.0% | -1.3% | -34.8% |
| 6M | -40.1% | -27.0% | -13.1% | -38.8% |
| YTD | +71.8% | -51.4% | +123.2% | +86.0% |
| 1Y | +88.5% | -60.2% | +148.7% | +111.9% |
| 3Y | +770.0% | -6.7% | +776.6% | +686.8% |
| All | +770.0% | -3.9% | +773.9% | +686.8% |
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