+71.2%
UBER vs AVAV
+93.6%
-22.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +12.6% | -8.8% | +0.9% |
| 7D | +6.7% | +3.2% | +3.5% | +5.4% |
| 30D | -0.5% | -7.4% | +6.9% | +0.5% |
| 3M | -5.1% | -32.0% | +26.9% | +2.5% |
| 6M | -5.7% | -24.6% | +18.9% | -3.2% |
| YTD | -12.9% | -47.5% | +34.6% | -5.6% |
| 1Y | -22.6% | -61.5% | +38.9% | -9.1% |
| 3Y | +42.2% | +5.5% | +36.7% | +13.4% |
| 5Y | +56.4% | +35.7% | +20.6% | +5.3% |
| All | +71.2% | +93.6% | -22.4% | -16.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling