+129.7%
WMT vs AVAV
+44.7%
+85.0%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.9% | -3.9% | -1.1% |
| 7D | +0.1% | +3.2% | -3.1% | 0.0% |
| 30D | -5.0% | -20.3% | +15.4% | -4.1% |
| 3M | -11.3% | -19.4% | +8.2% | -10.7% |
| 6M | -13.8% | -35.3% | +21.5% | -12.5% |
| YTD | -4.2% | -38.5% | +34.3% | -3.1% |
| 1Y | +4.6% | -37.2% | +41.8% | +5.0% |
| 3Y | +100.5% | +31.1% | +69.4% | +86.3% |
| 5Y | +129.7% | +41.0% | +88.7% | +111.1% |
| All | +129.7% | +44.7% | +85.0% | +111.1% |
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