+198.5%
WMB vs AVAV
+32.4%
+166.1%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.7% | +4.2% | +1.7% |
| 7D | -6.9% | 0.0% | -6.9% | -7.0% |
| 30D | -7.2% | -9.9% | +2.8% | -6.7% |
| 3M | -5.4% | -34.7% | +29.3% | -3.2% |
| 6M | -4.9% | -26.6% | +21.7% | -4.0% |
| YTD | +14.7% | -48.9% | +63.6% | +17.4% |
| 1Y | +14.7% | -63.0% | +77.7% | +20.8% |
| 3Y | +116.4% | +1.6% | +114.8% | +100.7% |
| 5Y | +198.5% | +34.5% | +164.0% | +159.7% |
| All | +198.5% | +32.4% | +166.1% | +159.7% |
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 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