+82.2%
UBER vs AVAV
+120.6%
-38.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.5% | +0.1% |
| 7D | -3.9% | -2.2% | -1.7% | -3.4% |
| 30D | +11.1% | -13.9% | +25.0% | +14.7% |
| 3M | +4.9% | -29.2% | +34.1% | +11.7% |
| 6M | -1.2% | -36.1% | +35.0% | +6.5% |
| YTD | -7.3% | -40.2% | +32.9% | -1.6% |
| 1Y | -17.6% | -36.2% | +18.6% | -15.5% |
| 3Y | +61.1% | +47.5% | +13.5% | +16.0% |
| 5Y | +87.9% | +39.3% | +48.6% | +28.0% |
| All | +82.2% | +120.6% | -38.4% | -12.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling