+51.5%
WPM vs AVAV
-39.1%
+90.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.7% | +0.7% | -0.9% |
| 7D | +1.1% | -2.2% | +3.3% | +1.3% |
| 30D | +26.4% | -13.9% | +40.3% | +28.3% |
| 3M | +20.8% | -29.2% | +50.1% | +24.5% |
| 6M | +1.1% | -36.1% | +37.2% | +3.9% |
| YTD | +32.5% | -40.2% | +72.7% | +34.7% |
| 1Y | +51.5% | -36.2% | +87.7% | +65.3% |
| All | +51.5% | -39.1% | +90.6% | +65.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling