+415.0%
AVAV vs UUUU
-96.3%
+511.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -7.8% | +5.1% | -2.0% |
| 7D | 0.0% | -6.9% | +6.9% | +0.8% |
| 30D | -9.9% | -32.3% | +22.4% | -6.4% |
| 3M | -34.7% | -52.8% | +18.1% | -29.9% |
| 6M | -26.6% | -68.5% | +41.9% | -18.4% |
| YTD | -48.9% | -53.6% | +4.7% | -45.6% |
| 1Y | -63.0% | -59.1% | -3.9% | -60.2% |
| 3Y | +1.6% | -14.7% | +16.3% | -0.9% |
| 5Y | +34.5% | -35.4% | +69.9% | +31.0% |
| 10Y | +359.3% | +378.0% | -18.7% | +272.6% |
| All | +415.0% | -96.3% | +511.3% | +341.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling