+16.0%
UNH vs AVAV
-40.1%
+56.1%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -5.4% | +3.4% | -1.8% |
| 7D | -1.7% | -3.2% | +1.5% | -1.6% |
| 30D | -3.8% | -25.6% | +21.7% | -3.2% |
| 3M | -4.3% | -20.2% | +15.9% | -3.8% |
| 6M | +38.6% | -38.1% | +76.7% | +39.9% |
| YTD | +20.7% | -41.8% | +62.5% | +18.7% |
| 1Y | +16.0% | -39.0% | +55.0% | +23.9% |
| All | +16.0% | -40.1% | +56.1% | +23.9% |
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