+113.4%
WMB vs AVAV
+2.7%
+110.7%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +12.6% | -8.9% | +3.1% |
| 7D | -6.7% | +3.2% | -9.8% | -6.9% |
| 30D | -8.6% | -7.4% | -1.2% | -8.4% |
| 3M | -4.9% | -32.0% | +27.1% | -3.7% |
| 6M | -6.3% | -24.6% | +18.3% | -5.9% |
| YTD | +13.0% | -47.5% | +60.5% | +14.5% |
| 1Y | +14.9% | -61.5% | +76.4% | +19.3% |
| 3Y | +113.4% | +5.5% | +107.9% | +98.4% |
| All | +113.4% | +2.7% | +110.7% | +98.4% |
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