+19.6%
AVAV vs URA
+33.4%
-13.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +4.4% | +6.1% | +8.5% |
| 7D | -10.6% | -4.1% | -6.5% | -8.6% |
| 30D | -18.8% | -19.0% | +0.2% | -10.8% |
| 3M | -34.1% | -25.1% | -9.0% | -25.4% |
| 6M | -35.3% | -44.5% | +9.2% | -17.0% |
| YTD | -53.4% | -24.3% | -29.1% | -47.7% |
| 1Y | -65.6% | -28.1% | -37.5% | -60.6% |
| 3Y | -5.1% | +40.7% | -45.7% | -20.3% |
| All | +19.6% | +33.4% | -13.8% | -23.6% |
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