+2.4%
XLU vs AVAV
-39.3%
+41.7%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.3% |
| 7D | -1.6% | +1.4% | -3.0% | -1.6% |
| 30D | -3.3% | -24.3% | +21.0% | -2.8% |
| 3M | -3.2% | -20.1% | +17.0% | -2.7% |
| 6M | -7.0% | -29.4% | +22.4% | -6.2% |
| YTD | +0.6% | -39.3% | +40.0% | +1.7% |
| 1Y | +2.4% | -39.3% | +41.8% | +5.9% |
| All | +2.4% | -39.3% | +41.7% | +5.9% |
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