+32.9%
URI vs AVAV
-68.0%
+100.9%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -8.3% | +4.0% | -3.5% |
| 7D | -4.3% | -10.1% | +5.8% | -3.3% |
| 30D | +4.6% | -18.7% | +23.3% | +6.7% |
| 3M | -2.1% | -33.0% | +30.9% | +1.5% |
| 6M | +21.9% | -37.2% | +59.1% | +25.8% |
| YTD | +39.7% | -53.2% | +92.9% | +44.6% |
| 1Y | +32.9% | -69.0% | +101.8% | +46.1% |
| All | +32.9% | -68.0% | +100.9% | +46.1% |
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 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