+1,675.0%
UNP vs AVAV
+478.6%
+1,196.4%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +1.9% | +0.4% |
| 7D | -5.3% | -2.2% | -3.1% | -5.0% |
| 30D | -1.5% | -13.9% | +12.4% | +0.3% |
| 3M | +10.3% | -29.2% | +39.5% | +14.3% |
| 6M | +9.7% | -36.1% | +45.8% | +14.2% |
| YTD | +27.1% | -40.2% | +67.3% | +31.5% |
| 1Y | +32.6% | -36.2% | +68.8% | +34.2% |
| 3Y | +40.0% | +47.5% | -7.5% | +15.8% |
| 5Y | +50.8% | +39.3% | +11.6% | +20.5% |
| 10Y | +278.6% | +482.6% | -203.9% | +109.3% |
| All | +1,675.0% | +478.6% | +1,196.4% | +759.6% |
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