+33.4%
UBER vs AVAV
-3.9%
+37.3%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.7% | +3.6% | +1.2% |
| 7D | +1.6% | +4.2% | -2.6% | +1.0% |
| 30D | +0.6% | -2.6% | +3.1% | +0.5% |
| 3M | -8.2% | -38.0% | +29.8% | -3.0% |
| 6M | -6.7% | -27.0% | +20.3% | -4.7% |
| YTD | -14.7% | -51.4% | +36.7% | -9.6% |
| 1Y | -24.1% | -60.2% | +36.2% | -16.9% |
| 3Y | +33.4% | -6.7% | +40.1% | +24.8% |
| All | +33.4% | -3.9% | +37.3% | +24.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling