+34.5%
AVAV vs URA
+32.3%
+2.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +2.5% | +7.0% | +8.4% |
| 7D | 0.0% | +0.3% | -0.3% | +0.2% |
| 30D | -9.9% | -14.8% | +4.9% | -3.1% |
| 3M | -34.7% | -25.3% | -9.4% | -26.0% |
| 6M | -26.6% | -39.9% | +13.3% | -8.9% |
| YTD | -48.9% | -22.4% | -26.5% | -43.4% |
| 1Y | -63.0% | -29.0% | -34.0% | -57.5% |
| 3Y | +1.6% | +41.0% | -39.4% | -14.7% |
| 5Y | +34.5% | +38.3% | -3.8% | -12.6% |
| All | +34.5% | +32.3% | +2.2% | -12.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling