+1,072.6%
WMT vs AVAV
+407.8%
+664.7%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +12.6% | -12.5% | -0.8% |
| 7D | -1.6% | +3.2% | -4.7% | -2.0% |
| 30D | +12.9% | -7.4% | +20.3% | +13.2% |
| 3M | +12.6% | -32.0% | +44.6% | +15.6% |
| 6M | -3.4% | -24.6% | +21.1% | -2.5% |
| YTD | +13.5% | -47.5% | +61.0% | +16.7% |
| 1Y | +23.5% | -61.5% | +85.0% | +30.1% |
| 3Y | +137.3% | +5.5% | +131.9% | +121.8% |
| 5Y | +167.9% | +35.7% | +132.2% | +138.7% |
| 10Y | +526.6% | +379.1% | +147.5% | +367.4% |
| All | +1,072.6% | +407.8% | +664.7% | +686.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling