-17.4%
ZBH vs AVAV
+18.1%
-35.5%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +10.5% | -11.6% | -1.6% |
| 7D | +11.7% | -10.6% | +22.3% | +12.1% |
| 30D | +19.3% | -18.8% | +38.1% | +20.3% |
| 3M | +8.9% | -34.1% | +43.0% | +10.8% |
| 6M | +28.2% | -35.3% | +63.5% | +29.9% |
| YTD | +18.4% | -53.4% | +71.8% | +21.3% |
| 1Y | +20.6% | -65.6% | +86.2% | +26.2% |
| 3Y | -0.6% | -5.1% | +4.5% | -9.3% |
| All | -17.4% | +18.1% | -35.5% | -31.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling