+1,218.8%
URI vs AVAV
+423.1%
+795.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +12.6% | -5.7% | +4.0% |
| 7D | -4.0% | +3.2% | -7.2% | -4.8% |
| 30D | +6.8% | -7.4% | +14.2% | +8.3% |
| 3M | -2.8% | -32.0% | +29.2% | +5.2% |
| 6M | +20.9% | -24.6% | +45.4% | +24.7% |
| YTD | +40.2% | -47.5% | +87.8% | +52.8% |
| 1Y | +34.1% | -61.5% | +95.6% | +57.0% |
| 3Y | +164.1% | +5.5% | +158.7% | +116.0% |
| 5Y | +199.3% | +35.7% | +163.6% | +110.3% |
| 10Y | +1,218.8% | +379.1% | +839.7% | +529.7% |
| All | +1,218.8% | +423.1% | +795.7% | +529.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling