+511.2%
AVAV vs UUUU
+495.2%
+16.0%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -6.3% | +10.8% | +5.6% |
| 7D | -0.1% | -5.0% | +4.9% | +0.8% |
| 30D | -25.0% | -7.8% | -17.2% | -24.0% |
| 3M | -15.0% | -0.4% | -14.5% | -15.1% |
| 6M | -33.6% | -32.9% | -0.7% | -29.4% |
| YTD | -39.2% | -6.3% | -32.9% | -40.0% |
| 1Y | -40.5% | +7.9% | -48.4% | -43.8% |
| 3Y | +29.6% | +85.2% | -55.6% | +4.7% |
| 5Y | +56.7% | +97.0% | -40.3% | +18.7% |
| All | +511.2% | +495.2% | +16.0% | +243.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling