+109.6%
UAL vs AVAV
+7.1%
+102.5%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -9.8% | +5.3% | -3.0% |
| 7D | +5.0% | -24.3% | +29.3% | +9.5% |
| 30D | -1.2% | -28.9% | +27.7% | +3.9% |
| 3M | -16.8% | -39.3% | +22.5% | -10.5% |
| 6M | +18.0% | -38.8% | +56.7% | +25.0% |
| YTD | -1.2% | -57.8% | +56.6% | +9.3% |
| 1Y | +14.3% | -70.9% | +85.2% | +34.1% |
| 3Y | +194.6% | -14.8% | +209.4% | +168.1% |
| 5Y | +109.6% | +7.3% | +102.3% | +132.5% |
| All | +109.6% | +7.1% | +102.5% | +132.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 5y: compounded portfolio wealth divided by compounded AVAV 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…
5y analysis · Full analysis span regression · 6 months rolling