+583.2%
WDC vs AVAV
+31.5%
+551.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.9% | +2.2% | -0.2% |
| 7D | +16.3% | +18.4% | -2.1% | +12.8% |
| 30D | -18.3% | -4.9% | -13.3% | -17.5% |
| 3M | -31.4% | -37.7% | +6.2% | -26.2% |
| 6M | -36.3% | -28.4% | -7.8% | -34.4% |
| YTD | +80.8% | -50.0% | +130.9% | +95.2% |
| 1Y | +87.7% | -62.6% | +150.3% | +113.8% |
| 3Y | +819.4% | -0.6% | +820.1% | +720.6% |
| 5Y | +583.2% | +31.9% | +551.3% | +437.9% |
| All | +583.2% | +31.5% | +551.7% | +437.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling