+40.4%
UNP vs AVAV
+31.5%
+9.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.9% | +3.6% | +0.8% |
| 7D | +2.1% | +18.4% | -16.3% | +1.3% |
| 30D | +7.7% | -4.9% | +12.7% | +7.8% |
| 3M | +4.0% | -37.7% | +41.7% | +6.0% |
| 6M | +15.7% | -28.4% | +44.1% | +16.4% |
| YTD | +33.5% | -50.0% | +83.5% | +36.0% |
| 1Y | +38.9% | -62.6% | +101.6% | +44.3% |
| 3Y | +53.7% | -0.6% | +54.3% | +42.1% |
| 5Y | +40.4% | +31.9% | +8.5% | +23.4% |
| All | +40.4% | +31.5% | +9.0% | +23.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling