+34.4%
URI vs AVAV
-62.9%
+97.3%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.7% | +1.5% | -0.9% |
| 7D | +6.7% | +4.2% | +2.5% | +6.2% |
| 30D | +8.9% | -2.6% | +11.4% | +9.1% |
| 3M | +0.5% | -38.0% | +38.5% | +4.8% |
| 6M | +20.7% | -27.0% | +47.7% | +22.6% |
| YTD | +40.0% | -51.4% | +91.5% | +43.9% |
| 1Y | +34.4% | -60.2% | +94.6% | +37.7% |
| All | +34.4% | -62.9% | +97.3% | +37.7% |
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 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