+40.0%
WPM vs AVAV
-68.0%
+108.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -8.3% | +20.3% | +12.9% |
| 7D | +3.9% | -10.1% | +14.0% | +5.0% |
| 30D | -3.5% | -18.7% | +15.2% | -1.3% |
| 3M | +14.1% | -33.0% | +47.1% | +19.3% |
| 6M | +6.2% | -37.2% | +43.4% | +11.5% |
| YTD | +12.4% | -53.2% | +65.6% | +16.7% |
| 1Y | +40.0% | -69.0% | +108.9% | +54.8% |
| All | +40.0% | -68.0% | +108.0% | +54.8% |
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