+418.8%
AVAV vs UUUU
-96.2%
+514.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.8% | -2.1% | +0.5% |
| 7D | +9.9% | -3.5% | +13.3% | +10.3% |
| 30D | -5.4% | -28.3% | +22.9% | -2.3% |
| 3M | -36.5% | -53.1% | +16.6% | -31.9% |
| 6M | -25.3% | -68.6% | +43.3% | -16.9% |
| YTD | -48.6% | -52.3% | +3.8% | -45.4% |
| 1Y | -62.1% | -55.8% | -6.3% | -59.5% |
| 3Y | +2.3% | -12.3% | +14.6% | -0.4% |
| 5Y | +35.4% | -36.9% | +72.3% | +32.0% |
| 10Y | +345.1% | +388.0% | -42.9% | +260.2% |
| All | +418.8% | -96.2% | +514.9% | +343.7% |
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