-25.1%
UPS vs AVAV
+24.2%
-49.3%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.6% | -1.1% |
| 7D | -2.9% | -2.2% | -0.7% | -2.8% |
| 30D | -3.5% | -13.9% | +10.4% | -2.9% |
| 3M | -5.7% | -29.2% | +23.5% | -4.5% |
| 6M | -4.4% | -36.1% | +31.8% | -3.1% |
| YTD | +8.0% | -40.2% | +48.2% | +9.2% |
| 1Y | +29.0% | -36.2% | +65.2% | +29.4% |
| All | -25.1% | +24.2% | -49.3% | -33.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling