+27.0%
UNH vs AVAV
-68.0%
+95.1%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -8.3% | +9.6% | +1.3% |
| 7D | +0.6% | -10.1% | +10.7% | +0.7% |
| 30D | +8.1% | -18.7% | +26.9% | +8.4% |
| 3M | +1.1% | -33.0% | +34.1% | +1.6% |
| 6M | +11.7% | -37.2% | +48.9% | +12.5% |
| YTD | +26.5% | -53.2% | +79.7% | +23.3% |
| 1Y | +27.0% | -69.0% | +96.0% | +36.4% |
| All | +27.0% | -68.0% | +95.1% | +36.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling