+503.2%
AVAV vs UUUU
-92.0%
+595.2%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.8% | -2.6% | -1.8% |
| 7D | -2.2% | -1.4% | -0.9% | -2.1% |
| 30D | -13.9% | +16.3% | -30.2% | -15.1% |
| 3M | -29.2% | -16.7% | -12.5% | -28.1% |
| 6M | -36.1% | -33.7% | -2.5% | -34.0% |
| YTD | -40.2% | -0.5% | -39.7% | -40.7% |
| 1Y | -36.2% | +28.9% | -65.1% | -38.8% |
| 3Y | +47.5% | +99.9% | -52.3% | +32.7% |
| 5Y | +39.3% | +135.3% | -96.0% | +21.1% |
| 10Y | +482.6% | +518.4% | -35.8% | +348.9% |
| All | +503.2% | -92.0% | +595.2% | +381.3% |
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