-62.6%
AVAV vs URA
-29.1%
-33.5%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.8% | +0.9% | -0.4% |
| 7D | +18.4% | +4.5% | +13.9% | +15.6% |
| 30D | -4.9% | -13.4% | +8.5% | +4.2% |
| 3M | -37.7% | -28.4% | -9.2% | -23.9% |
| 6M | -28.4% | -40.5% | +12.0% | -2.3% |
| YTD | -50.0% | -24.3% | -25.8% | -48.7% |
| 1Y | -62.6% | -28.8% | -33.8% | -59.6% |
| All | -62.6% | -29.1% | -33.5% | -59.6% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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