+928.6%
WDC vs AVAV
+39.7%
+888.9%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.7% | +7.6% | +6.1% |
| 7D | +1.7% | -2.2% | +4.0% | +2.1% |
| 30D | -10.0% | -13.9% | +4.0% | -8.1% |
| 3M | -18.8% | -29.2% | +10.5% | -15.0% |
| 6M | +79.0% | -36.1% | +115.2% | +88.8% |
| YTD | +171.6% | -40.2% | +211.8% | +185.3% |
| 1Y | +417.4% | -36.2% | +453.6% | +430.4% |
| 3Y | +1,251.8% | +47.5% | +1,204.3% | +1,034.4% |
| All | +928.6% | +39.7% | +888.9% | +700.0% |
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