+48.2%
XLU vs AVAV
+24.3%
+23.8%
-13.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.4% | +4.2% | -1.0% |
| 7D | +0.6% | -3.2% | +3.8% | +0.7% |
| 30D | -0.4% | -25.6% | +25.1% | +0.5% |
| 3M | -1.7% | -20.2% | +18.5% | -1.2% |
| 6M | -7.1% | -38.1% | +30.9% | -5.9% |
| YTD | +1.9% | -41.8% | +43.7% | +3.2% |
| 1Y | +6.1% | -39.0% | +45.2% | +7.1% |
| All | +48.2% | +24.3% | +23.8% | +35.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling