+1.6%
AVAV vs UUUU
-15.0%
+16.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -7.8% | +5.1% | -0.9% |
| 7D | 0.0% | -6.9% | +6.9% | +1.8% |
| 30D | -9.9% | -32.3% | +22.4% | -1.9% |
| 3M | -34.7% | -52.8% | +18.1% | -23.5% |
| 6M | -26.6% | -68.5% | +41.9% | -7.7% |
| YTD | -48.9% | -53.6% | +4.7% | -41.2% |
| 1Y | -63.0% | -59.1% | -3.9% | -56.7% |
| 3Y | +1.6% | -14.7% | +16.3% | -3.9% |
| All | +1.6% | -15.0% | +16.6% | -3.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling