+35.6%
UNP vs AVAV
-35.3%
+70.9%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.9% | -3.3% | -0.4% |
| 7D | -0.7% | +3.2% | -3.9% | -0.7% |
| 30D | -1.1% | -20.3% | +19.2% | -1.5% |
| 3M | +7.9% | -19.4% | +27.3% | +7.6% |
| 6M | +14.6% | -35.3% | +49.9% | +14.2% |
| YTD | +26.6% | -38.5% | +65.1% | +26.9% |
| 1Y | +35.6% | -37.2% | +72.8% | +40.0% |
| All | +35.6% | -35.3% | +70.9% | +40.0% |
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