+308.9%
AVAV vs UUUU
+370.7%
-61.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.3% | -1.4% | -2.5% |
| 7D | +4.2% | -1.1% | +5.3% | +4.5% |
| 30D | -2.6% | -21.0% | +18.4% | +2.0% |
| 3M | -38.0% | -54.8% | +16.8% | -28.1% |
| 6M | -27.0% | -67.3% | +40.3% | -10.5% |
| YTD | -51.4% | -54.7% | +3.3% | -45.0% |
| 1Y | -60.2% | -57.4% | -2.8% | -54.6% |
| 3Y | -6.7% | -19.6% | +13.0% | -11.9% |
| 5Y | +28.3% | -40.0% | +68.3% | +19.8% |
| All | +308.9% | +370.7% | -61.8% | +147.7% |
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