-65.6%
AVAV vs URA
-31.4%
-34.3%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +4.4% | +6.1% | +7.7% |
| 7D | -10.6% | -4.1% | -6.5% | -7.9% |
| 30D | -18.8% | -19.0% | +0.2% | -7.5% |
| 3M | -34.1% | -25.1% | -9.0% | -22.0% |
| 6M | -35.3% | -44.5% | +9.2% | -8.4% |
| YTD | -53.4% | -24.3% | -29.1% | -52.0% |
| 1Y | -65.6% | -28.1% | -37.5% | -63.1% |
| All | -65.6% | -31.4% | -34.3% | -63.1% |
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